81
53
Growth Score
-7 pts
Heat Score
-13 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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301797
Annuities Genius is an AI-driven retirement ecosystem.
David Novak: CEO- Lily Neshcheret: COO
About the Company
Annuities Genius (AG) is an InsurTech platform that simplifies the complex annuities market by aggregating data on 2,000+ products from 100+ carriers into one seamless solution for financial advisors, IMOs/FMOs, and carriers. The platform provides real-time product comparisons, illustrations, compliance tools, and digital applications,
enabling advisors to close business faster and with greater transparency. Its Annuities Genius AI is the first application of artificial intelligence to annuities, delivering clarity, compliance, and trust for both advisors and consumers.
