Private Market View

Genex Consulting

MO · Founded 2008 · Privately Held (backing)

Last price · $/share
Implied valuation
Total raised
Last round

Key facts

  • Notable investors include Summit Financial (New Jersey).
  • Status: Privately Held (backing).
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Funding rounds

No rounds on record

No funding rounds for Genex Consulting are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.

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About Genex Consulting

Provider of wealth planning services intended to help individuals and families achieve financial security. The company offers retirement, investment, estate, insurance, tax, and lifestyle planning, enabling clients to make informed decisions and secure their financial future.

Sector
Financial Services
HQ
MO
Founded
2008
Employees
19
Ownership
Privately Held (backing)
PA Mark — not yet priced

Genex Consulting doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.

Pro members can request priority coverage with a 48-hour turnaround.

Recorded secondary trades

No prints on record

No secondary trades in Genex Consulting shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.

Pro members can request priority coverage with a 48-hour turnaround.

Institutional fund marks

No fund marks yet

No SEC-registered fund has reported a fair-value mark on Genex Consulting in its N-PORT filings yet. We sweep new filings monthly.

Pro members can request priority coverage with a 48-hour turnaround.