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Showing 1 - 10 of 13 results for "Lumiant"

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
Lumiant's co-founder and chief executive has stepped down from day-to-day responsibilities to take a career break. Santiago Burridge remains as a director on the board of Lumiant as the fintech aggressively expands in the US market. Lumiant's US chief ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
Invest Blue will provide Lumiant with $2 million in seed capital to develop a digital platform to boost client engagement. Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
Lumiant has acquired an app that helps financial advisers monitor clients' health, longevity and aged care risks that could impact retirement. Chicago-based Genivity, deemed a health analysis and longevity optimiser (HALO), will integrate into Lumiant's ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
Lumiant has closed another seed funding round totaling $5.2 million amid plans to strengthen its US presence and build out a mobile advice solution. The Sydney-founded advice and client engagement platform said the funding came from Invest Blue and ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... client portal capability will be a substantial factor in software decisions." Finura listed specialty providers, such as Lumiant, iFactFind and Advice Revolution, as examples and said these firms are beginning to offer client portals. Next, it moved ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
Lumiant will be the first company to leverage Envestnet | Yodlee's Consumer Data Right (CDR) accreditation under the CDR representative model to power its Your Wealth module. The partnership enables Lumiant to access real-time data from financial ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
Advice platform Lumiant has received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. While the size of the investment was not disclosed, the cash injection is expected to accelerate Lumiant's international ...

Lumiant receives $3m investment from US wealth manager

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
Lumiant announced it secured a $3 million investment to support its expansion into the US from Savant Wealth Management. Lumiant launched in the US just last month and aims to use its new resources to bankroll rapid expansion in the country. Its chief ...

WealthO2 hires five to focus on tech solutions

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... alongside Kay Hurst from Westpac as program delivery manager and John Shea as solutions architect. Peter Panigiris from Lumiant and Dennis Cargill from BT Funds Management have also joined the distribution team. "We are thrilled to announce these significant ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
Lumiant has launched a free module for its adviser customers to enhance its fact find process by including a survey to understand clients' ideal outcomes. The Your Life module includes statements based around Lumiant's eight dimensions of wellbeing ...
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