Startups
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations.
Lumiant's mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients' financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients.
For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Give money meaning with Lumiant and help your clients live their best life.
Lumiant's mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients' financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients.
For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Give money meaning with Lumiant and help your clients live their best life.
Overview
Location
Australia, New South Wales, Sydney
Employees
11-50
Total raised
$3.5M
Founded date
2020
Funding Rounds 1
| Date | Series | Amount | Investors |
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Mentions in press and media 7
| Date | Title | Description |
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| Apr 26, 2023 | Lumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choices | Acquisition enables Lumiant to support advisors in delivering personalized advice that considers a client's choices and their impact on their lifestyle, longevity, and legacy. Lumiant, an advice and client engagement platform that empowers ... |
| Mar 27, 2023 | Lumiant Raises $3.5M USD in Seed Funding | Lumiant, a Chicago, IL-based provider of an advice and client engagement platform, raised $3.5M USD in Seed funding. The round, which brought total funding to $9M, was led by Invest Blue and Savant Wealth Management. The company intends to ... |
| Sep 19, 2022 | Lumiant Receives Investment From Ric Edelman | Lumiant, a Sydney, Australia-based provider of an advice engagement and client experience platform, received an investment from Ric Edelman. The amount of the deal was not disclosed. The company intends to use the funds for its internationa... |
| Lumiant | “Lumiant is an advice and client engagement platform where advisors connect with clients around their lives, values and finances.” | |
| Lumiant | “Lumiant is a values-based advice service delivered via an innovative SaaS solution which helps financial advisers identify what really matters to their clients. It then helps advisers shape strategies to realise their clients' priorities a... | |
| Three Australian startups that landed over $22 million this week | Image: Michele Stansfield, CEO of Cauldron Happy Friday, raise bandits. This week we have three Australian startups for you that collectively netted over $26 million in cold hard cash. Cauldron: $10.5 million Agtech startup Cauldron has sec... |
Reviews 0
FAQ about Lumiant
When was Lumiant founded?
Lumiant was founded in 2020.
How much funding has Lumiant raised?
Lumiant has raised $3.5M in total across 1 funding round.
What has the press written about Lumiant?
Parsers VC has collected 7 articles mentioning Lumiant, among them “Lumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choices” (Apr 26, 2023) and “Lumiant Raises $3.5M USD in Seed Funding” (Mar 27, 2023).
Is Lumiant still active?
Yes, Lumiant is active; its latest activity on Parsers VC dates from Sep 19, 2022.