Company profile
Lumiant
Define, Co-Create & Guide clients to live healthier, wealthier and wiser with Lumiant's Client Experience Platform
- Industry
- Financial Services
- Employees
- 8
- Headquarters
- Sydney, NSW
- Founded
- 2020
- LinkedIn followers
- 3,227
- Office locations
- 2
Lumiant company summary
Lumiant is a company in the Financial Services industry, headquartered in Sydney, NSW, founded in 2020. On LinkedIn the company has around 8 employees and 3,227 followers. The company lists 2 office locations. Its listed specialties include Financial Planning Software, Financial Advice Software, Client Experience, Behavioural Finance, Client Engagement.
What technology does Lumiant use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Lumiant
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.
Specialties
Where is Lumiant located?
Lumiant lists 2 office locations.
Compare companies similar to Lumiant
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Lumiant lumiant.io | Financial Services | 8 | 2020 | Sydney, NSW |
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 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
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Frequently asked questions about Lumiant
What does Lumiant do?
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.
How many employees does Lumiant have?
Lumiant has around 8 employees on LinkedIn.
Where is Lumiant headquartered?
Lumiant is headquartered in Sydney, NSW.
Where does Lumiant have offices?
Lumiant lists 2 office locations, including Sydney, NSW, AU; Chicago, US, US.
When was Lumiant founded?
Lumiant was founded in 2020.
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