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The latest news, views and updates from Lumiant
Lumiant Enters its Next Phase to Go from AdviceTech Start-Up to Enterprise-Ready Client Experience Platform
Lumiant appoints Heather Holmes as CEO to lead the company in a new era of advice focused on clients' Health, Wealth, and Well-Being.
Jul 12, 20242 min read
Lumiant Launches The Academy to Help Upskill the Industry in Values-Based Advice
Financial planning & advice engagement platform Lumiant launches its educational experience to upskill advisors in values-based advice.
Oct 6, 20233 min read
Advice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group Securities
Lumiant Announces Partnership with Concourse Financial Group Securities to Deliver Holistic Advice and Superior Client Experience
Sep 19, 20232 min read
Lumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choices
Lumiant acquires Genivity to support advisors in delivery personalized advice at scale.
Apr 26, 20234 min read
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Jan 23, 20232 min read
Lumiant integrates with Xplan to better connect front and back office for advice firms
Lumiant integrates with Xplan to better connect front and back office for advice firms
Jan 16, 20232 min read
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