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.

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Lumiant

Lumiant's headquarters in Sydney, Australia

The Chicago office likely focuses on strategic sales initiatives and brand promotion in the Midwest region.

Chicago

Nicola Perry

Heather Holmes

Elise Little

Ash Lockett

Gnamangkhala Rathipanya

The Engineering Team at Lumiant is responsible for developing and maintaining the platform's robust cloud-based software, ensuring seamless client-advisor interactions. This team works on building and optimizing the suite of client engagement and financial management tools using various technologies. They develop APIs, enhance backend functionalities, and create intuitive mobile interfaces to provide a smooth and meaningful user experience.

Engineering Team

The Leadership Team at Lumiant drives the company's strategic vision and execution, ensuring the platform's innovative solutions effectively engage clients and advisors in meaningful financial planning. They focus on product development, market outreach, sales growth, and overall governance to foster a transformational client experience. This team champions the mission of enhancing client-advisor relationships and elevating financial advice beyond traditional metrics.

Lumiant

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Teams

Engineering Team

Leadership Team

Offices

Lumiant

Org chart

Teams

Engineering Team

Leadership Team

Offices

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