Insights

Strategic Partnerships Gentreo has a track record of partnering with credit unions and financial institutions to offer digital estate planning solutions, signaling a clear channel for B2B sales via financial services partnerships.

SMB Growth Potential With 11-50 employees and active expansion into employer and member benefits, there is opportunity to upsell to small and mid-sized enterprises seeking integrated will, trust, and digital vault solutions.

Product Diversification Recent launches such as Gentreo Pets and a focus on life moments indicate potential cross-sell of niche documentation services to existing and new segments, including pet care and family planning.

Digital Reach Tech stack and web-based delivery (Open Graph, Weebly, Google Sign-In, Analytics) support scalable online adoption; prioritize sales efforts around digital onboarding capabilities and aligned marketing for wider reach.

Financial Signals Revenue range and modest funding suggest a growth phase with potential for larger enterprise deals, especially by leveraging current customers of partner organizations and expanding to similar financial services clients.

Similar companies to Gentreo

Gentreo Tech Stack

Gentreo uses 8 technology products and services including HubSpot Analytics, Snowplow, Calendly, and more. Explore Gentreo's tech stack below.

Media & News

Gentreo's Email Address Formats

Gentreo uses at least 2 email formats:
Gentreo Email FormatsExamplePercentage
First@gentreo.comJohn@gentreo.com
69%
FLast@gentreo.comJDoe@gentreo.com
31%

Frequently Asked Questions

What is Gentreo's official website and social media links?

Minus sign iconPlus sign icon
Gentreo's official website is gentreo.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Gentreo generate?

Minus sign iconPlus sign icon
As of August 2026, Gentreo's annual revenue is estimated to be $10M - $25M.

What is Gentreo's NAICS code?

Minus sign iconPlus sign icon
Gentreo's NAICS code is 81 - Other Services (except Public Administration).

How many employees does Gentreo have currently?

Minus sign iconPlus sign icon
As of August 2026, Gentreo has approximately 16 employees across 1 continents, including North America. Key team members include Director Of Business Development: J. M. Explore Gentreo's employee directory with LeadIQ.

What industry does Gentreo belong to?

Minus sign iconPlus sign icon
Gentreo operates in the Consumer Services industry.

What technology does Gentreo use?

Minus sign iconPlus sign icon
Gentreo's tech stack includes HubSpot Analytics, Snowplow, Calendly, Google Workspace, Mailgun, Heap, Stripe and WP Engine.

What is Gentreo's email format?

Minus sign iconPlus sign icon
Gentreo's email format typically follows the pattern of First@gentreo.com. Find more Gentreo email formats with LeadIQ.

How much funding has Gentreo raised to date?

Minus sign iconPlus sign icon
As of August 2026, Gentreo has raised $650K in funding. The last funding round occurred on Sep 06, 2022.

When was Gentreo founded?

Minus sign iconPlus sign icon
Gentreo was founded in 2018.
Gentreo logo

Gentreo

Consumer ServicesMassachusetts, United States11-50 Employees

Gentreo is a consumer services company based in Quincy, Massachusetts, that focuses on helping organizations stay connected to their employees and customers through significant life events such as births, marriages, and deaths. Its offerings extend beyond one-off documents to include a range of solutions, including a digital vault for storing important records and support for preparing and protecting loved ones, with the goal of aligning with an organization’s mission and extending services to stakeholders.
The company serves as a partner to employers and member-based organizations, assisting them in providing ongoing access to essential documents and services that support their communities over time. Positioned in the estate planning and personal records space, Gentreo emphasizes long-term relationship management with users, aiming to facilitate planning and secure designation of care and decision-making authorities when needed. Recent developments highlight partnerships with credit unions to help members create, store, and share documents such as wills, powers of attorney, and healthcare proxies, reinforcing its role as a digital estate planning platform.

Section iconCompany Overview

NAICS Code
81 - Other Services (except Public Administration)
Founded
2018
Employees
11-50

Section iconFunding & Financials

  • $650K

    Gentreo has raised a total of $650K of funding over 4 rounds. Their latest funding round was raised on Sep 06, 2022 as a Seed.

  • $10M - $25M

    Gentreo's revenue is estimated to be in the range of $10M - $25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.