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About Genera Advisors

At Genera Advisors we strive to enrich our clients’ lives by listening to their needs, understanding their objectives and delivering financial guidance that focus’ on each client as an individual. We pride ourselves on creating and maintaining long-term relationships with our clients, providing sound financial advice through education, transparent communication and a white-glove, personalized approach to client service. We provide a comprehensive set of services that cover all phases of your financial life, from focusing on the retirement you are dreaming of to planning for your children’s education. Whatever your life milestones are, Genera Advisors will listen to you and work with you to help you achieve them. Plan Well. Live Life. Realize Your Dreams.

What’s new

Version 23.3.2 · Updated September 16, 2024

The Same, Complete Advisor-Client Experience on Web or Mobile with this update, Genera's mobile app is introducing significant enhancements such as - Enhanced Folder Organization and Navigation - Document Bidirectional Uploads, Downloads, edit and Sharing - Embedded Media Player in Document Vault - Multimedia Sharing & Consumption on Mobile - User-Friendly Interface - Light Mode - Advanced Data Visualization - Clustered Balance Widgets - Toggle Big Number Visibility for Privacy Control

App privacy

The developer, CircleBlack, Inc., reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Financial Info: Payment Info, Other Financial Info
  • Contact Info: Physical Address, Email Address, Name, Phone Number, Other User Contact Info
  • User Content: Other User Content
  • Identifiers: User ID, Device ID
  • Usage Data: Product Interaction, Other Usage Data
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data
  • Other Data: Other Data Types

Used for: Analytics, Product Personalization, App Functionality, Other Purposes

Alternatives to Genera Advisors

Looking for apps like Genera Advisors? Here are 6 similar apps on the App Store. The highest rated is Fixed Income Bonds Simplified (5.0/5), and 5 of the 6 are free to download.

Genera Advisors vs. alternatives
App Rating Price Last updated Compare
Genera Advisors 5.0 / 5 (1 rating) Free September 16, 2024
AIS, LLC – Free Jun 13, 2026 Compare
Fixed Income Bonds Simplified 5.0 / 5 (4) 9.99 USD Oct 12, 2026 Compare
InflationNow: Inflation & CPI – Free Oct 15, 2026 Compare
InflationData - Calc & Compare – Free Oct 10, 2026 Compare
Smart Invest – Free Feb 25, 2026 Compare
One US Dollar – Free May 12, 2024 Compare

Compare Genera Advisors with the top alternatives: ratings, updates, ASO score and keyword gaps →