Search Results | Showing 1 - 10 of 21 results for %22Santi Burridge%22 |
| | ... being managed on Practifi," Johnstone said. Lumiant chief executive Blake Wood, who took over from co-founder Santiago Burridge last year, said 2023 was a transformative year for Lumiant, achieving several milestones that strengthened its leadership ... |
| | | ... 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 to develop the platform and embed it in our business." According to Lumiant founder and chief executive Santi Burridge, the platform's client-centric design helps advisers bring to life a client's financial position, goals, and values. ... |
| | | ... 60 advisory firms use Lumiant's cloud-based advice solution, it's founder and global chief executive Santiago Burridge said it remains committed to meeting clients where they are "On their mobile devices," he said. "We can enhance their ability ... |
| | | ... access a view of their client's total financial lifecycle. Lumiant co-founder and global chief executive Santiago Burridge said: "When it comes to advice, many financial professionals are hamstrung in delivering an excellent client experience because ... |
| | | ... unique, leading-edge values-based advice process," Lumiant said. Lumiant co-founder and global chief executive Santiago Burridge said the support of Edelman is testament to what Lumiant has built. "We've reimagined the financial advice experience to ... |
| | | ... aims to use its new resources to bankroll rapid expansion in the country. Its chief executive and co-founder Santiago Burridge said there is no better strategic partner than Savant. "For more than 30 years, they (Savant) have committed to applying the ... |
| | | ... disenfranchised them by anchoring the delivery of the proposition in investment products," Lumiant chief executive Santiago Burridge said. "It is our hope that by changing the discussion and delivering on the promise of advice we can bring the enjoyment ... |
| | | ... have used its questionnaire that it infringed Astute's copyright and to cease providing the questionnaire. Santi Burridge launched Lumiant in February as a platform helping advisers deliver goals-based advice. It closed a round of funding on June ... |
| | | ... of Shadforth and is currently the principal of Global Adviser Alpha. Lumiant chief executive and co-founder Santiago Burridge said the two appointments will see the firm take another leap forward in its growth journey. "With Jeff and David joining the ... |
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