Lumiant
Financial Software · Australia · 11-50 Employees
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Overview
Headquarters
477 Pitt St L 2 Ste 2.114, Haymarket, Ne...Website
www.lumiant.ioRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lumiant
To empower individuals and their families to live their best lives confidently. Lumiant is an award-winning cloud-based advice and client engagement platform. Its where clients and their advisers connect around their lives, values and finances.Explore more
Lumiant Org Chart
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Lumiant financials insights
Gather financial insights about Lumiant, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2022
Unspecified
$3M
2023
Angel/Seed
$3.5M
Lumiant Tech Stack
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Lumiant News & Media
Advice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group Securities to Deliver Holistic Advice and Superior Client Experience
CHICAGO--(BUSINESS WIRE)--Lumiant, an advice and client engagement platform that empowers financial professionals to connect with clients and families around their lives, values, and finances, today announced a strategic partnership with Birmingham, Ala.-based Concourse Financial Group Securities (CFGS), a single destination for holistic planning support for growth-oriented financial professionals who want to take their practices to the next level. Together, Lumiant and CFGS will support adviceThe Founders Arena WealthTech Accelerator Announces First Cohort, Calls on Wealth Managers to Participate in Unique Research and Development Opportunities
ARLINGTON, Texas--(BUSINESS WIRE)-- #Fintech--The Founders Arena WealthTech Accelerator, in strategic partnership with First Rate, Inc., SEI® and the City of Arlington, today announced its first cohort, selecting Charityvest, InvestSuite, Lumiant.io, Manifest, Sora Finance and Tax Status to participate in its inaugural accelerator program in Arlington, Texas. As part of the selection, it is calling on wealth management firms, banks and other financial institutions to sign up for a series of “VIPLumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choices
CHICAGO--(BUSINESS WIRE)-- #Advisors--Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values, and finances, today announced the acquisition of Genivity, a longevity and health planning solution for financial advisors. Heather Holmes, chief executive officer and founder of Genivity, will join Lumiant’s executive leadership team as chief evangelist officer and be appointed to the Lumiant board as an executive directoAdvice Engagement Platform Lumiant Announces $3.5M USD Seed Funding Round
CHICAGO--(BUSINESS WIRE)-- #Advisors--Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, today announced it has closed a seed funding round totaling $3.5 USD million. Funding came from Australian financial planning firm Invest Blue and U.S.-based wealth management firm Savant Wealth Management (“Savant”), bringing Lumiant’s total capital raised to date to approximately $9 million USD (~$12 million
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To empower individuals and their families to live their best lives confidently. Lumiant is an award-winning cloud-based advice and client engagement platform. Its where clients and their advisers connect around their lives, values and finances.... Read More
