Chicago based, Lumiant, empowers advisors to connect with clients and families around their lives, values, and finances, announced that it closed $3.5 million in seed funding
The award-winning cloud-based platform Lumiant increase conversion, income, referrals, and retention across several generations through it unique advisory model.
By its software-supported advising process, it eliminates key person dependency by developing a memorable, quantifiable, and repeatable method that anyone can offer.
“Lumiant is committed to helping individuals and their families live their best lives, by meeting clients where they are—on their mobile devices—we can enhance their ability to track progress toward their goals. We’re thrilled to have backers who understand the wide-reaching appeal of our advice engagement technology and its ability to transform the advisor-client relationship.”
said Santiago Burridge, Lumiant’s founder, and Global CEO
The investment comes from Australian financial planning firm Invest Blue and U.S.-based wealth management firm Savant Wealth Management (“Savant”), increasing total funding to a total around $9 million.
In order to extend the Lumiant experience to Android and iOS in the near future, the new funding will assist its sustained U.S. expansion as well as the growth of its engineering and mobile development teams.
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SaaS Weekly Roundup #28
