Lumiant
Financial Services • 
Sydney, New South Wales, Australia • 11-20 Employees
Company overview
| Headquarters | Level 10, 60 Carrington Street, Sydney, NSW 2000, AU |
| Websites | |
| NAICS | 52 |
| Keywords | Fintech, Client Experience, Client Engagement, Financial Planning Software, Financial Advice Software, Behavioural Finance, Advicetech |
| Founded | 2020 |
| Employees | 11-20 |
| Socials |
Key Contacts at Lumiant
Mark Akeroyd
Head Of Product
Phil Pilgrim
Co-Founder
Lumiant Email Formats
Lumiant uses 3 email formats. The most common is {first name} (e.g., john@lumiant.io), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@lumiant.io | 66.7% |
{first initial} | j@lumiant.io | 16.7% |
{first name}.{last name} | john.doe@lumiant.io | 16.7% |
About Lumiant
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 champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant's mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients' financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing. Give money meaning with Lumiant and help your clients live their best life.
Lumiant revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Lumiant has 8 employees across 5 departments.
Departments
Number of employees
Lumiant Tech Stack
Discover the technologies and tools that power Lumiant's digital infrastructure, from frameworks to analytics platforms.
CRM
JavaScript libraries
PaaS
Issue trackers
Appointment scheduling
Blogs
Miscellaneous
Security
Miscellaneous
JavaScript frameworks
Sweden
BrazilFrequently asked questions
4.8
40,000 users
