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 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.

Leadership Team

Engineering Team

Leadership Team

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Engineering Team