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.

Founded in

Australia