Partnership will provide 120 advisors who advise on $12 billion in assets ability to subscribe to Lumiant’s technology platform to enhance client engagement and life outcomes.
Lumiant, an award-winning cloud-based advice and client engagement platform, today announced a strategic partnership with LibertyFi, LLC, a middle-office technology and operations consultancy based in Alabama, that helps growth-oriented registered investment advisors (RIA) drive revenue and scale their businesses. LibertyFi currently supports 24 firms (120 advisors servicing 33,000 accounts) and has $12 billion in assets under administration (AUA).
Through this new partnership, LibertyFi’s consultants and coaches will be able to subscribe to and layer on Lumiant’s advice engagement platform, helping advisors to maximize their investment in transformative technology by bringing their intangible value to life.
“It’s time for advisors to champion their financial planning advice and better communicate the value that they provide. LibertyFi is uniquely aligned with the Lumiant process of melding technology with emotional intelligence, and they are committed to helping their network of advisors deepen relationships and communicate their financial planning expertise and value, while guiding clients in making choices to live their best lives.”
Blake Wood, U.S. CEO of Lumiant.
Lumiant already serves nearly 4,000 families globally with its award-winning platform. With its recent expansion to the U.S., and LibertyFi’s 24 percent annual growth, both firms are poised to serve thousands of advisors across the country.
“We are excited to add Lumiant to our proprietary process that helps advisory firms implement technology that enhances and deepens the client experience at every turn. Together, this refines our approach in a thoughtful way. With Lumiant’s platform, clients are more engaged with the financial planning experience, allowing our advisors to be more effective and scale through referrals and multigenerational family relationships.”
Alli Jordan, President and Chief Operations Officer of LibertyFi.
After launching in the United States in May, Lumiant has announced significant funding from strategic investor Savant Wealth Management and renowned financial advisor, Ric Edelman. Advisors can learn more about Lumiant, including white-label delivery and pricing options by getting a demo.