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
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Lumiant Pty Ltd
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Annual Revenue
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Net Profit
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EBITDA
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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
Employee Count
- 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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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.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Seed — $3.5M
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First Round
First Round
(30 Nov 2020)
- Investors Count 3
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2023 | Amount | Seed - Lumiant | Valuation | Invest Blue | |
| Sep, 2022 | Amount | Angel Round - Lumiant | Valuation | Ric Edelman |
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| Jun, 2022 | Amount | Seed - Lumiant | Valuation | Savant Wealth |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Offers financial advice, wealth management, loans, and retirement planning services.
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Founded Year | Domain | Location | |
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Asset management services are provided by Savant Wealth.
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Founded Year | Domain | Location | |
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RE
Ric Edelman |
American financial advisor, author, and angel investor in fintech and edtech.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Lumiant
Lumiant has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Genivity. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| 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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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Lumiant
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Lumiant Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
CRM solutions for wealth managers
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| domain | founded_year | HQ Location |
Client communication solutions are delivered for capital markets stakeholders.
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| domain | founded_year | HQ Location |
Wealth management solutions via AI decisioning and automation are provided.
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| domain | founded_year | HQ Location |
Cloud-based CRM solutions for financial and healthcare sectors are provided.
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| domain | founded_year | HQ Location |
Wealth management CRM software for financial advisors is provided.
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| domain | founded_year | HQ Location |
AI-driven data analytics are provided for wealth and asset managers.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Lumiant
Frequently Asked Questions about Lumiant
When was Lumiant founded?
Lumiant was founded in 2020.
Where is Lumiant located?
Lumiant is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Who is the current CEO of Lumiant?
Santiago Burridge is the current CEO of Lumiant. They have also founded this company.
Is Lumiant a funded company?
Lumiant is a funded company, having raised a total of $6.85M across 4 funding rounds to date. The company's 1st funding round was a Seed of $3M, raised on Nov 30, 2020.
What does Lumiant do?
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.
Who are the top competitors of Lumiant?
Lumiant's top competitors include PureFacts, Computershare and Pegasystems.
What products or services does Lumiant offer?
Lumiant offers Client Experience Platform, HALO, Define, Co-Create, and Guide.
How many acquisitions has Lumiant made?
Lumiant has made 1 acquisition, including Genivity.
Who are Lumiant's investors?
Lumiant has 3 investors. Key investors include Savant Wealth, Invest Blue, and Ric Edelman.
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