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.
