Lumiant

About

Lumiant is a cloud-based client engagement and financial advice platform that converts qualitative client conversations into quantifiable measures, uses stochastic modeling, and provides white-label, repeatable workflows for advisors.

Mission

Lumiant offers an award-winning cloud-based client engagement platform that enables advisors to design memorable, measurable and scalable values-based advice experiences. Its modules transform qualitative client conversations into quantifiable outcomes and visualize impact using a stochastic modeling process. More than 60 advisory firms use Lumiant and the company grew its end-client base by approximately 44% in 2022. Lumiant is building out its mobile development and engineering teams with the aim of launching Android and iOS apps in the coming months and is pursuing continued U.S. expansion. The company says its software reduces key-person dependency and helps advisors drive conversion, revenue, referrals and multi-generational retention. Lumiant was founded in Sydney and launched in the U.S. in May 2022. Lumiant offers a cloud-based advice and client engagement platform that centers financial planning on clients' lives, values and goals. The platform transforms qualitative information into trackable, quantifiable measures and uses a stochastic modeling process to illustrate whether clients are on track. Lumiant's software-supported advice process aims to remove key-person dependency by creating a repeatable, measurable advisory workflow. The company serves roughly 4,000 families globally and launched in the United States on May 17. Lumiant positions itself to optimize personalized advice at scale, helping advisors drive conversion, revenue, referrals and retention. New funding will be used to support its mission and accelerate international expansion into the U.S. financial planning and accountancy services markets. Lumiant is an award-winning cloud-based advice and client engagement platform founded in Sydney, Australia, that enables advisors to connect with families around values and money goals and deliver tailored financial advice. The platform transforms qualitative client information into trackable, quantifiable measures and uses a stochastic modeling process to illustrate whether clients are on track to meet their goals. Lumiant aims to remove key-person dependency by creating a memorable, measurable, and repeatable advice process that anyone can deliver. The company officially launched in the United States on May 17 and offers white-label delivery, pricing options, and free trials to advisors. Lumiant says it drives conversion, revenue, referrals, and retention across multiple generations and plans to use new resources to bankroll rapid U.S. expansion. Its market targets include the $52.9B U.S. financial planning and advice market and the $142B accountancy services market.

Quick Facts