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.
Company Details
- Employees
- 20
- Founded
- -
- Address
- Level 10, 60 Carrington Street, Sydney,nsw 2000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lumiant.com.au
- Keywords
- Financial Planning Software, Financial Advice Software, Client Experience, Behavioural Finance, Client Engagement, AdviceTech, FinTech.
- HQ
- Sydney, NSW
Lumiant Questions
Lumiant's website is lumiant.com.au
Lumiant's LinkedIn profile is https://www.linkedin.com/company/lumiant
Lumiant has
20 employees.
View email and phone details for 20
employees at Lumiant.
Lumiant's industry is
Financial Services
Lumiant's top competitors are
Lumient,
Torii,
The Breakout Hack,
Whizz Technologies,
Pemba Capital Partners,
Paradino,
Le Bab,
Paytron,
Testimonial Donut,
Yodel Digital.
Lumiant's categories are Financial Services
Lumiant's founding year is 2020
