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Savant Wealth Management Invests $3M In Advice Engagement Platform Lumiant

Jun 01, 2022•about 3 years ago

Amount Raised

$3 Million

Round Type

seed

Chicago

Description

Lumiant, an advice and ​client engagement platform that empowers advisors to connect with families around their values and money goals to make better choices and live their best financial lives, today announces it has secured a $3 million investment to support its expansion in the United States from strategic investor Savant Wealth Management.

Company Information

Company

Lumiant

Location

Chicago, Illinois, United States

About

Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly heroes advice—driving conversion, revenue, referrals and retention over multiple generations. Lumiant removes key person dependency through its software-supported advice process by creating a memorable, measurable, and repeatable process that anyone can deliver. Lumiant transforms qualitative information into trackable quantifiable measures, anchored in a stochastic modeling process to illustrate to clients whether they are on track to living their best lives.