CHICAGO–(BUSINESS WIRE)–luminousan advisory engagement and client experience platform that transforms the client experience by enabling clients and their advisors to connect around their lives, values and finances, has received new funding from a legendary financial advisor, Eric Edelman.
Lumiant, founded in Sydney, Australia, serves 4,000 families worldwide and launched in the United States on May 17. Edelman investment follows $3 million investment by strategic investor Wise wealth management. Edelman’s new funding will support the company’s mission to enable more people and their families to confidently live their best lives by engaging with their advisors in a unique, cutting-edge advice process founded on values. This move will accelerate Lumiant’s international expansion into the lucrative sector. US$52.9 billion financial planning and advice and the $142 billion in accounting services markets.
“Lumiant’s advisory process enables advisors to discover what is truly important to their clients,” said Edelman. “The platform helps the advisor focus on delivering solutions that are tailored to where their client is going, not where they’ve been. It does this in such an attractive and visual way that I’m confident any advisor who uses this service will be among the top performers in the industry.
Edelman founded Edelman Financial Services, which later became Edelman Financial Engines, one of the nation’s largest registered investment advisory firms, managing nearly $300 billion in assets for 1.4 million households. Edelman today operates the Finance Professionals Digital Asset Council, the premier crypto education company in the financial industry. He has been named the nation’s number one independent financial advisor three times by Barrons and is the best-selling author of 11 personal finance books.
“Having the support of Ric Edelman behind Lumiant is a testament to what we’ve built,” said santiago burridgeLumiant Global CEO. “We’ve redesigned the financial advice experience to help advisors focus on life planning, giving them the tools they need to connect with their clients on an emotional level. This allows them to have incredibly meaningful conversations with clients, making their advice quantifiable, meaningful and measurable.
Advisors today understand that clients expect more than just investment conversations. Lumiant provides Advisors with the tools and solutions they need to engage with their clients, creating an experience that optimizes the delivery of personalized advice at scale, so Advisors can grow their business, increase referrals and increase revenue.
Lumiant is an award-winning, cloud-based client engagement and advisory platform where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best life with confidence. Lumiant prides itself on being the advice hero, driving conversion, revenue, referrals and retention across generations.
Lumiant removes dependency from key people with its software-assisted consulting process by creating a memorable, measurable, and repeatable process that anyone can implement. Lumiant transforms qualitative information into trackable, quantifiable metrics, anchored in a stochastic modeling process to show customers if they’re on track to live their best life.