Technology is making life and living seamless. The growth of technology has affected and will continue to permeate all sphere of our daily experience – meeting needs, supporting businesses, strengthening relationships and opening up new frontiers.
Founded in Sydney, Australia, and launched in the United States in May 2022 by 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 platform 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
Lumiant has overtime driven conversions, increased in revenue, referrals and retention over multiple generations.
“Lumiant is committed to helping individuals and their families live their best lives,” said Santiago Burridge, Lumiant’s founder and Global CEO. “By meeting clients where they are—on their mobile devices—we can enhance their ability to track progress toward their goals. We’re thrilled to have backers who understand the wide-reaching appeal of our advice engagement technology and its ability to transform the advisor-client relationship.”
Lumiant recently announced its close of a seed funding round of $3.5 USD million. The funding was facilitated by Australian financial planning firm Invest Blue and U.S.-based wealth management firm Savant Wealth Management (“Savant”), bringing Lumiant’s total capital raised to approximately $9 million USD (~$12 million AUD)
This funding round comes at a time the company is enjoying a strong growth which increased the number of end clients on its platform by approximately 44 percent in 2022. The capital raised will be used to support Lumiant’s continued U.S. expansion, as well as complete its mobile development and with the aim of bringing the Lumiant experience to Android and iOS in the coming months.
David Stephen, managing director at Invest Blue,
“As we were considering ways to better serve our clients, with a focus on empowering them to live their best possible life, we had initially considered developing our own client engagement tool in-house. When we discovered Lumiant’s digital platform, which focuses on assisting advisers to allow them to have more meaningful, values-based conversations with their clients, we realized we were looking at the future of our business and the industry. We are subsequently proud to lend our financial backing and look forward to partnering with Lumiant to empower more families around the world to live their best possible life.”
“As an early client and strategic partner of Lumiant, we’ve been afforded first-hand insight into its myriad benefits for advisors, as such, we’re pleased to double down on our investment and help bring this next-gen experience to mobile. We’re confident that our clients will benefit from the ability to monitor progress toward their life and financial goals in real time and on the go.” – Brent Brodeski, founder and CEO at Savant Wealth added:
