Lumiant, a Chicago, IL-based provider of an advice and client engagement platform, raised $3.5M USD in Seed funding.
The round, which brought total funding to $9M, was led by Invest Blue and Savant Wealth Management.
The company intends to use the funds for its continued U.S. expansion, as well as the buildout of its mobile development and engineering teams, with the aim of bringing its experience to Android and iOS in the coming months.
Founded in May 2022 and led by CEO and founder Santiago Burridge, Lumiant is a cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances. The solution provides advisors with the tools to design and stage memorable, measurable and scalable transformational values-based advice experiences. Its modules help transform qualitative client conversations into quantifiable outcomes, visualizing the impact and value of advice.
Currently, more than 60 advisory firms use its enhanced advice experience to deepen their relationships with clients and prospects.
FinSMEs
27/03/2023