May 22, 20232 minWebinarsThe Transformational Advice Experience for Your Clients and Your FirmJoin LibertyFi and Lumiant on 25 April 2023 at 1 pm CT as we speak with certified experience economy expert, Dennis Moseley-Williams
Apr 27, 20231 minWebinarsWebinar: Lumiant x GenivityWant to learn more about Lumiant's acquisition of Genivity? Join our webinar on 10th May 2023 to find out more.
Apr 26, 20234 minPress ReleasesLumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choicesLumiant acquires Genivity to support advisors in delivery personalized advice at scale.
Jan 23, 20232 minPress ReleasesLumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice ExperienceLumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Nov 15, 20222 minPress ReleasesLumiant and LibertyFi Partner to Deliver Seamless, Fulfilling Client ExperienceFinancial planning software Lumiant has partnered with middle-office tech consultancy LibertyFi.
Jun 1, 20222 minPress ReleasesSavant Wealth Management invests $3M in advice engagement platform LumiantStrategic partnership with Savant Wealth Management will power Lumiant’s rapid expansion in the United States