Australian Fintech Lumiant has raised a $5M seed round led by Australia-based Invest Blue and U.S.-based Savant Wealth Management.

 

Australian Fintech Lumiant has raised a $5M seed round led by Australia-based Invest Blue and U.S.-based Savant Wealth Management.   Lumiant offers a cloud-based advice and client engagement platform that financial advisors can use to help clients achieve their financial goals.  Lumiant has a client-centric toolbox that can align with a customer’s lifestyle, values, goals, and investments by providing customized guidance to deliver the best long-term financial enrichment.  According to the company website, Lumiant offers Your Wealth, a landing page that includes capabilities to automate financial data collection, connect with investment and open banking providers, and show asset allocations, list holdings, and live bank account details.   Lumiant’s Investment Preferences enable clients to educate themselves and inform their financial advisors of their personal investment preferences. The startup plans to use its fresh funds to expand internationally, specifically in the U.S., and bolster its mobile app development.