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Showing 1 - 7 of 7 results for %22Fintech Lumiant%22

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... 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 executive Blake Wood and co-founder Chris Dadej are now co-chief ...

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 ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... statements based around Lumiant's eight dimensions of wellbeing and better positions the adviser's value proposition, the fintech said. The fact find is aimed at engaging the spouse who is not necessarily managing the financial affairs of the couple ...

Fintechs settle legal stoush

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Astute Wealth Advice and Lumiant have reached an agreement to settle an alleged copyright breach. According to AstuteWheel managing director Hans Egger, Lumiant has agreed to a number of actions set out in the Cease and Desist letter sent earlier this ...

Astute Wealth alleges copyright breach

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
Astute Wealth Advice is alleging that another fintech has ripped off its proprietary questionnaire and has been forced to legal take action. Astute served a Cease and Desist letter to Lumiant, alleging that it breached "substantial copyright" with respect ...

Lumiant raises capital, adds to board

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
Fintech Lumiant is seeking more funding as it adds the expertise of two financial advice executives to its board. Jeff Hall will join the Lumiant board as a director after finishing up as chief operating officer of Midwinter in April. Hall's new role ...
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