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L

Lumiant

Financial Technology (FinTech) / Financial Planning ~30 employees
Founded
--
Employees (Est.)
~30
3 leaders known
Total Funding
$3.5M
Funding Rounds
1
Last Funding
2023-03-27

About Lumiant

Lumiant is a client experience platform designed for high-growth advisory firms in the financial planning sector. It aims to help advisors deliver consistent, scalable, and high-value advice experiences, build lasting client-advisor relationships, and achieve exceptional client outcomes through intuitive tools and dynamic meeting experiences.

Products & Services

Client Experience Platform:A platform that centralizes client information and supports advisors in delivering value-rich, dynamic meeting experiences to highlight services and engage clients.
HALO:A tool or service offered by Lumiant, focused on enhancing client engagement beyond traditional numerical data (specific details not fully described in content).

Specialties

Client Experience Software Advisor-Client Relationship Building Dynamic Meeting Experiences Scalable Advice Delivery

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Seed
T: -
FT: Seed 		A: 3500000
MR: -
FA: $3.5M USD
FAN: 3500000 		D: 2023-03-27
FD: 2023-03-27 		2 investors
Seed Latest
2023-03-27
$3.5M
2 investors (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

H

Heather Holmes

CEO

LinkedIn (Pro only)
H

Hamish Bray

Head of Engineering

LinkedIn (Pro only)
M

Mark Akeroyd

Head of Product

LinkedIn (Pro only)

Recent News

Lumiant Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Website
lumiant.io
Industries
Financial Technology (FinTech) / Financial Planning
Company Size
~30 employees (est.)

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Technology Stack

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