About Lumiant
Lumiant is a company based in Sydney (Australia) founded in 2020 by Chris Dadej and Santiago Burridge. Lumiant has raised $6.85 million across 4 funding rounds from investors including Savant Wealth, Invest Blue and Ric Edelman. Lumiant has completed 1 acquisition, including Genivity. Lumiant offers products and services including Client Experience Platform, HALO, Define, Co-Create, and Guide. Lumiant operates in a competitive market with competitors including PureFacts, Computershare, Pegasystems, NexJ and PractiFI, among others.
- Headquarter Sydney, Australia
- Founders Chris Dadej, Santiago Burridge
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Sectors
Technology
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
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- Legal Name Lumiant Pty Ltd
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$6.85 M (USD)
in 4 rounds
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Latest Funding Round
$3.5 M (USD), Seed
Mar 27, 2023
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Investors
Savant Wealth
& 2 more
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Employee Count
Not available
- Investments & Acquisitions
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Products & Services of Lumiant
Lumiant offers a comprehensive portfolio of products and services, including Client Experience Platform, HALO, Define, Co-Create, and Guide.
Platform for managing client interactions and financial plans effectively.
Module for lead generation and client retention in financial services.
Tool to uncover and visualize client financial goals and priorities.
Feature for building personalized financial plans with clients interactively.
System to execute and monitor client financial progress and advice value.
People of Lumiant
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Funding Insights of Lumiant
Lumiant has successfully raised a total of $6.85M across 4 strategic funding rounds. The most recent funding activity was a Seed round of $3.5 million completed in March 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Lumiant
Lumiant has secured backing from 3 investors, including institutional and angel investors. Prominent investors backing the company include Savant Wealth, Invest Blue and Ric Edelman.
| Investor | Description | Founded Year | Domain | Location |
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Offers financial advice, wealth management, loans, and retirement planning services.
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Asset management services are provided by Savant Wealth.
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Ric Edelman |
American financial advisor, author, and angel investor in fintech and edtech.
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Locked | Locked | Locked |
Investor details for Lumiant
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by Lumiant
Lumiant has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Genivity.
Investment portfolio details for Lumiant
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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AI-based SaaS platform is provided for financial client engagement.
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Locked | Locked | 2016 | Locked |
Complete acquisition details for Lumiant
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
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- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Lumiant
Detailed financials for Lumiant
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
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- Profit trends
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Lumiant Comparisons
Peer comparison for Lumiant
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- Named peers
- Headcount comparison
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Competitors of Lumiant
Lumiant operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as PureFacts, Computershare, Pegasystems, NexJ and PractiFI, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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CRM solutions for wealth managers
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Client communication solutions are delivered for capital markets stakeholders.
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Wealth management solutions via AI decisioning and automation are provided.
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Cloud-based CRM solutions for financial and healthcare sectors are provided.
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| Locked | Locked | Locked |
Wealth management CRM software for financial advisors is provided.
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AI-driven data analytics are provided for wealth and asset managers.
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Detailed competitors of Lumiant
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Latest news on Lumiant
Complete news archive for Lumiant
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- Full article archive
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Frequently Asked Questions about Lumiant
Lumiant was founded in 2020.
Lumiant is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Santiago Burridge is the current CEO of Lumiant. They have also founded this company.
Lumiant is a funded company, having raised a total of $6.85M across 4 funding rounds to date.
Provider of client experience software for financial planning firms. This software platform helps advisors save time, increase client engagement, and differentiate their services. It offers modules to define client goals, co-create personalized financial plans, and guide clients through the implementation and tracking of their plans. The software facilitates the transformation of qualitative client conversations into quantifiable outcomes, visualizing the impact and value of advice provided. The platform aims to help clients live healthier, wealthier, and wiser lives through engaging experiences.
Lumiant's top competitors include PureFacts, Computershare and Pegasystems.
Lumiant offers Client Experience Platform, HALO, Define, Co-Create, and Guide.
Lumiant has made 1 acquisition, including Genivity.
Lumiant has 3 investors. Key investors include Savant Wealth, Invest Blue, and Ric Edelman.