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Heather Holmes
Fintech Founder, CEO • Connecting Health + Wealth for Advisors & Their Clients
Heather Holmes is a seasoned entrepreneur and a pioneer in the field of WealthTech. She is the Founder and former CEO of Genivity, a revolutionary WealthTech SaaS platform that focuses on the intersection of health and wealth to enhance financial planning and wealth management strategies. Genivity was later acquired by Lumiant, where Heather also held leadership roles.
Heather Holmes' educational background includes a B.A. in Speech & Communication from Clemson University. She further honed her entrepreneurial skills by studying as an Entrepreneur in Residence at Founder Institute Silicon Valley and delving into Entrepreneurship/Entrepreneurial Studies at Founder Institute Singapore.
Throughout her career, Heather has held various key positions in prestigious organizations. She has not only served as the Chief Executive Officer and a Board Member at Lumiant but also as the Chief Customer Officer. Prior to Lumiant, she led as the CEO & Founder of Genivity, which was a comprehensive platform encompassing health, wealth, and family matters. Additionally, Heather has excelled in roles such as Master Entrepreneur in Residence at The Founder Institute and CEO & Founder at TapGenes.
Heather Holmes' professional journey has been enriched with valuable experiences. Before venturing into the world of entrepreneurship, she contributed significantly to the healthcare industry. Her tenure at Medtronic International, Endovascular Therapies, saw her progressing from Asia Pacific Market Development Senior Manager to Global Market Development Senior Manager and later to Therapy Development Senior Manager. Prior to her tenure at Medtronic, Heather served as a Senior Clinical Sales Specialist at Abbott Vascular Devices, followed by roles as Sales Account Manager at Terumo Interventional Systems and Medical Sales Specialist at Arrow International.