When was Generational Group founded?

Generational Group was founded in 2019.

Where is Generational Group located?

Generational Group is headquartered in United States.

How many employees does Generational Group have?

As of Jul 01, 2024, the latest employee count at Generational Group is 9.

Is Generational Group a funded company?

Generational Group is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Generational Group rank among its competitors?

Generational Group ranks 1567th amongst 11449 active competitors, of which 75 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Pacific Life, which secured $4.74M in Mar, 2025.

Who are the top competitors of Generational Group?

Generational Group's top competitors include Sea, PensionBee and Wolters Kluwer. Among them, Pacific Life secured the most recent funding round in March, 2025.

Generational Group - 2026 Company Profile, Team & Competitors

Company Details

Website: www.generationalwealthadv.com/
Email ID: *****@generationalwealthadv.com
Phone Number: +1 **********

Key Metrics

Founded Year

2019

Location

United States

Stage

Unfunded

Ranked

1567^th among 11449 active competitors

Employee Count

9 as on Jul 01, 2024

Similar Companies

Sea & 10517 more

View Generational Group's full profile

Generational Group has not raised any funding rounds yet.

The founders of Generational Group is Brent Everett.

Here are the details of Generational Group's key team members:

Brent Everett: Founder of Generational Group and founder of 1 other company.
Contact Info: 1 phone number

View details of Generational Group's Founder profiles and Board Members

Generational Group's employee count trend

Generational Group has 9 employees as of Jul 24. Here is Generational Group's employee count trend over the years:

Employee count trend for Generational Group

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Top competitors of Generational Group include Sea, PensionBee and Wolters Kluwer. Here is the list of Top 10 competitors of Generational Group, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Sea 2006, Singapore (Singapore), Public	Provider of digital entertainment, e-commerce, and digital financial service platforms	$721M	GDP Venture, Gov.sg & 22 others	88/100
2nd	PensionBee 2014, London (United Kingdom), Public	Digital pension provider helping people consolidate, manage, and grow savings	$70.7M	State Street Global Advisors, Portfolio Ventures ... & 34 others	78/100
3rd	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
4th	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
5th	Reliance Capital 1986, Mumbai (India), Acquired	Financial services company	-	HDFC Bank, Reliance Capital & 2 others	70/100
6th	Prudent 2000, Ahmedabad (India), Public	Provider of financial products and investment services	$138K	TA Associates, ADIA & 12 others	66/100
7th	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital	66/100
8th	Jackson 1961, Lansing (United States), Public	Retirement based investment management firm	$510M	Athene, Kestra	66/100
9th	Pacific Life 1868, Newport Beach (United States), Late Stage	Insurance company	$2.11B	-	65/100
10th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	64/100
1567th	Generational Group 2019, United States, Unfunded	Provider of wealth management service	-	-	22/100