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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.
Our purpose is to create the next generation of technology success stories in the Flyover region
Equabli is a fintech company revolutionising the debt management process. We are focused on reducing creditors losses while improving the consumer experience.
UVEST Financial Services Group Inc. is a Charlotte, NC-based company in the Financial Services sector.
Century Financial Group is a Plymouth Meeting, PA-based company in the Financial Services sector.