| Name | Title | Contact Details |
|---|---|---|
Dan Larsen |
Assistant General Counsel | Profile |
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.
Communitywide Federal Credit Union is a South Bend, IN-based company in the Financial Services sector.
ArcLight Capital Partners LLC is one of the leading companies in the Financial Services sector.
Springsted is a Saint Paul, MN-based company in the Financial Services sector.
Magnifi is a platform that is changing how you shop for investments. The world of investments has tens of thousands of choices; and the language used to interact with this crowded world is tickers, screens, and filters. All this makes discovering investments or expressing what matters to you when you shop for investments rather complicated, if not impossible. Magnifi was built so users – whether they are consumers, financial advisors, or portfolio managers – can easily discover investments using natural language. Our proprietary technology was built on the foundation of semantics (interpreting meaning, not just matching), making it easy to for both the amateur and seasoned investor to search for themes and express what matters to them. Users no longer have to learn a new language to interact with the world of investments. For some users, such as self-directed consumers, Magnifi will demystify the world of investments. For others, such as wealth and portfolio managers, it will save them copious amounts of precious time with faster discovery. For all users, Magnifi will help with smarter decisions.