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Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Based in West Chester, Pennsylvania and Des Moines, Iowa, Venerable is the legacy annuity business of Voya Financial, Inc. Created by an investor group led by affiliates of Apollo Global Management, LLC, Crestview Partners and Reverence Capital Partners, Venerable is private company and an emerging business with well-established, strategic investors, experienced in successfully building and growing insurance businesses with patient, long-term capital. Financial Strength: With a strong history of financial services expertise, Apollo, a leading global alternative investment manager with more than $240 billion in assets-under-management, is leading an investor group to sponsor the formation of Venerable - a new insurance industry solution for legacy variable annuity businesses. Venerable is uniquely positioned for growth in delivering solutions to companies that seek to restructure their current variable annuity portfolios. Cutting Edge Solution on a Proven Variable Annuity Business Model: Trusted and experienced leaders are creating a dynamic, collaborative work environment – with the nimbleness and flexibility of a start-up and the solid foundation of a proven variable annuity platform that will leverage leading edge technology and cloud-based solutions. Employee Commitment: Venerable invests in our overall employee experience with opportunities for career development and enhancement in the financial services industry. We seek to provide all employees with the opportunity to positively influence a culture of commitment to our policyholders, investors and the communities where we live and work. Venerable offers a highly competitive compensation and benefits package, flexible working arrangements, volunteer opportunities, and generous paid-time-off.
Concorde General Agency is a Fargo, ND-based company in the Financial Services sector.
The Oculina Bank is one of the leading providers in Financial Services. It is based in South Pasadena, CA. To find more information about The Oculina Bank, please visit www.oculinabank.com