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

Chris Dadej

Heather Holmes

Elise Little

Mark Akeroyd

Nicola Perry

Phil Pilgrim

Ash Lockett

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

Leadership Team

Engineering Team

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Leadership Team