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The latest news, views and updates from Lumiant
The Transformational Advice Experience for Your Clients and Your Firm
Join LibertyFi and Lumiant on 25 April 2023 at 1 pm CT as we speak with certified experience economy expert, Dennis Moseley-Williams
May 22, 20232 min read
Webinar: Lumiant x Genivity
Want to learn more about Lumiant's acquisition of Genivity? Join our webinar on 10th May 2023 to find out more.
Apr 27, 20231 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 24, 20232 min read
Lumiant and LibertyFi Partner to Deliver Seamless, Fulfilling Client Experience
Financial planning software Lumiant has partnered with middle-office tech consultancy LibertyFi.
Nov 16, 20222 min read
Savant Wealth Management invests $3M in advice engagement platform Lumiant
Strategic partnership with Savant Wealth Management will power Lumiant’s rapid expansion in the United States
Jun 1, 20222 min read
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