top of page

Home
Products
- Lumiant
- HALO
Use Cases
- Lead Gen and Referrals
- Retain Clients Through Generations
Success
Insights
Podcast
Help
Pricing
The Academy
About Us
Our Team
Get a demo
More

Use tab to navigate through the menu items.

The latest news, views and updates in advice engagement

All Posts
Thought Leadership
Customer Case Studies
Whitepapers
Press Releases
Module Updates
Webinars
Into the Lumiverse
HALO

Sep 12, 2022
2 min

Ric Edelman Invests in Lumiant

80

Aug 8, 2022
4 min

Thought Leadership

Our take on the 2022 RIA Benchmarking Study from Charles Schwab

40

Jun 1, 2022
2 min

Savant Wealth Management invests $3M in advice engagement platform Lumiant

90

Apr 22, 2022
1 min

Lumiant is recognized for solving an industry problem in WealthTech 100

30

Oct 12, 2021
3 min

Lumiant wins Good Design Award as it Reimagines Advice Experience

110

Jul 12, 2021
5 min

Thought Leadership

Fighting Tech with Heart and Empathy

60

9

Contact

Level 2, Suite 2.114

477 Pitt Street

Haymarket NSW 2000

717 Chicago Avenue

Evanston IL 60202

team@lumiant.io

Quick Links

Terms & Conditions

Subscribe

Sign up to get the latest news on our product.

© 2023 by Lumiant Pty Ltd.

bottom of page