About Lumina Financial Consultants
Lumina Financial Consultants is a company based in Mill Valley (United States) founded in 2012 was acquired by Cerity Partners in July 2023.. Lumina Financial Consultants offers products and services including Wealth Management and Investment Solutions. Lumina Financial Consultants operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Mill Valley, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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Latest Funding Round
- Investors
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Acquired by
Cerity Partners
(Jul 13, 2023)
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Products & Services of Lumina Financial Consultants
Lumina Financial Consultants offers a comprehensive portfolio of products and services, including Wealth Management and Investment Solutions. 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.
Provides strategies for personal and business wealth management
Offers estate and tax planning for individuals and corporations
Funding Insights of Lumina Financial Consultants
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
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Investors in Lumina Financial Consultants
Lumina Financial Consultants has secured backing from 1 investor. Prominent investors backing the company include Cerity Partners. 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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Wealth management and planning services are provided online.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Lumina Financial Consultants
| 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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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Lumina Financial Consultants
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Lumina Financial Consultants Comparisons
Competitors of Lumina Financial Consultants
Lumina Financial Consultants 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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 |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Lumina Financial Consultants
Frequently Asked Questions about Lumina Financial Consultants
When was Lumina Financial Consultants founded?
Lumina Financial Consultants was founded in 2012.
Where is Lumina Financial Consultants located?
Lumina Financial Consultants is headquartered in Mill Valley, United States. It is registered at Mill Valley, California, United States.
What does Lumina Financial Consultants do?
Lumina Financial Consultants was established in 2012 in Mill Valley, United States. Operations focus on the financial services sector, where investment management and comprehensive financial planning are delivered. Services encompass portfolio oversight, retirement strategies, and risk assessment for individual and institutional clients. The firm maintains a localized presence in the U.S., supporting advisory needs within a regulated environment.
Who are the top competitors of Lumina Financial Consultants?
Lumina Financial Consultants's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Lumina Financial Consultants offer?
Lumina Financial Consultants offers Wealth Management and Investment Solutions.
Who are Lumina Financial Consultants's investors?
Lumina Financial Consultants has 1 investor. Key investors include Cerity Partners.