Gentreo Selected to Present at FinovateFall 2025, Launching New Life Milestones™

QUINCY, Mass. - Sept. 7, 2025 - PRLog -- Gentreo, the Life Milestone Company will take the stage as one of just 64 companies worldwide chosen to present at FinovateFall 2025 in New York City. On Tuesday, September 9 at 4:15 p.m. ET, Gentreo will demonstrate how its Life Milestones™ framework empowers financial institutions to build lasting engagement with clients by guiding them through life's most important moments. We're also honored to be one of the "Fab Five" female-led fintechs nationwide awarded Finovate's Sustainability & Inclusion Scholarship this year.

Life Milestones™ expands Gentreo's mission of making life and estate planning easy, fast, and affordable by powering financial institutions with tools to connect with members and customers not just at the point of sale, but throughout their customers' and members' lives. From marriage and moving to caregiving and retirement, Life Milestones™ enables trusted partners to be present when individuals are making pivotal choices about their families, finances, and futures.

"This recognition at Finovate underscores the shift toward making estate planning a core part of financial wellness. With Gentreo's Life Milestones™, we're equipping financial institutions to be there not just when accounts are opened, but at every decision making point in a family's life," said Renee Fry, CEO of Gentreo.

Gentreo today serves as the go-to digital estate planning platform for credit unions, banks, and employers, with more than 100 financial institutions and counting offering Gentreo to their members. Gentreo's innovative approach and leadership has earned recognition from industry leaders and organizations, including:

• Named as one of the best online will providers in the United States
• Renee Fry, CEO, selected for Santander's prestigious W50 program, honoring the top 50 women business leaders across the country
• Honorees of Google's Women's Leadership Forum
• Recipient of a prestigious AWS grant to accelerate development of AI-driven initiatives
  
  

FinovateFall, one of the leading fintech conferences in the world, brings together hundreds of senior executives, investors, and analysts to experience live demos of cutting-edge financial technologies.

Gentreo's demo will highlight how its comprehensive suite of legally valid estate planning documents — including wills, trusts, healthcare proxies, powers of attorney, and more — is paired with its Life Milestones™ platform and the Gentreo Life Safe™, a secure AI powered digital vault for storage and sharing, to deliver ongoing value and deepen client engagement for financial institutions.

About Gentreo
Gentreo is the award-winning, all-in-one digital estate planning solution that empowers families to protect what matters most. With a complete suite of state-specific, legally valid documents, Gentreo helps users plan, act, and stay protected throughout their lives. Trusted by more than 100 financial institutions and employers nationwide, Gentreo is redefining estate planning for today's families.