Lumiant

Lumiant is an award-winning cloud-based advice and client engagement platform focusing on Financial Services. Founded in 2020 and headquartered in Australia, Lumiant's slogan "Define, Co-Create & Guide clients to live healthier, wealthier and wiser with Lumiant's Client Experience Platform" reflects its commitment to revolutionizing the delivery of financial advice.

Lumiant's primary goal is to shift the way advice is delivered by championing the non-Chief Financial Officer of the household, ultimately helping advisors increase conversions, revenue, referrals, and retention over multiple generations. The company achieves this by uncovering the underlying motivators driving clients' financial decisions through its cloud-based platform. By focusing on the clients' values and overall wellbeing rather than just financial products, Lumiant aims to help clients live their best lives confidently.

The recent Non Equity Assistance investment by The Founders Arena on 05 September 2023 signifies the confidence and support of the investor community in Lumiant's mission and potential. By providing financial professionals with a suite of client engagement and financial management tools, Lumiant enables them to identify, track, and measure the goals, strategies, and tasks required to shape and sustain extraordinary lives for their clients.

Lumiant's innovative approach to client experience and financial management has the potential to disrupt and enhance the financial services industry, making it a compelling prospect for potential venture capital investment.