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Articles published by Lumiant
Advice Engagement Platform Lumiant Launches Academy to Help Financial Professionals Master Values-Based Advice
October 05, 2023
From
Lumiant
Via
Business Wire
Advice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group Securities to Deliver Holistic Advice and Superior Client Experience
September 19, 2023
From
Lumiant
Via
Business Wire
Lumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choices
April 26, 2023
From
Lumiant
Via
Business Wire
Advice Engagement Platform Lumiant Announces $3.5M USD Seed Funding Round
March 27, 2023
From
Lumiant
Via
Business Wire
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
January 24, 2023
From
Lumiant
Via
Business Wire
Financial Advisor & Divorce Financial Expert Michelle Smith Levels-Up Client Experience with Lumiant, an Advice Engagement Software Platform
December 06, 2022
From
Lumiant
Via
Business Wire
Lumiant and LibertyFi Partner to Deliver a Seamless, Fulfilling Client Experience
November 16, 2022
From
Lumiant
Via
Business Wire
Lumiant Expands U.S. Sales Team on Heels of Ric Edelman and Savant Investment
November 02, 2022
From
Lumiant
Via
Business Wire
Ric Edelman Invests in Lumiant - An Advice Engagement Platform Reimagining Financial Planning
September 12, 2022
From
Lumiant
Via
Business Wire
Savant Wealth Management Invests $3M in Advice Engagement Platform Lumiant
June 01, 2022
From
Lumiant
Via
Business Wire
Lumiant Enters U.S. Market with Values-Based Financial Life Advice Platform
May 17, 2022
From
Lumiant
Via
Business Wire
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