Company Information

Get to know Lumiant

Lumiant is a B2B SaaS (Software as a Service) company that provides a platform for financial advisors to better engage with their clients through a values-based, life-centered approach. Founded in Sydney, Australia, the company's mission is to help advisors demonstrate their value beyond financial metrics by aligning financial plans with clients' life goals and values. The platform includes tools for client discovery, goal setting, and progress tracking, aiming to deepen the advisor-client relationship and deliver more meaningful financial advice.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Lumiant

Australia

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.