GenFi 360

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	genfi360.com
NAICS	52
Keywords	Annuities, Life Insurance, Estate Planning, Legacy Planning, Managed Portfolios, Fixed Indexed Annuities, Iul'S - Indexed Universal Life, Kai-Zen Life, Tax-Advantaged Wealth Transfer
Founded	2024
Employees	1-10

Key Contact at GenFi 360

Phil Mylet

Founder/Financial Advisor

About GenFi 360

GenFi360 provides trusted financial and estate planning guidance, helping families secure their future with confidence. We tailor strategies to address key retirement concerns—savings, healthcare costs, and income security—while aligning financial plans with each client’s vision. At GenFi360, we believe financial clarity empowers families to make informed decisions for their legacy and well-being. Services: Income Strategies • Systematic Income Streams • Tax-Minimized Income Models • Income Longevity Solutions Estate Planning • Estate-Tax Reduction Strategies • Living Trust Design • Gifting Strategies Life Insurance • Life Insurance Trust Design • Life Insurance Policy Design • Living and Death Benefits • Tax-free Income • Term, Whole/Permanent, Indexed Universal Life, Kids, Accidental Death, Debt-free Life, Infinite Banking Concept Kai-Zen IUL's • Harness bank financing on top of standard IUL's for potentially greater returns • Tax-advantaged wealth transfer from one generation to the next • Key employee retention vehicle for business owners Annuities • Immediate • Deferred • Fixed Index

GenFi 360 revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

GenFi 360 has never raised funding before.

Frequently asked questions

GenFi 360 is located in XX.

GenFi 360 was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

GenFi 360 has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at GenFi 360

Phil Mylet

Founder/Financial Advisor

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