Lumiant

Financial ServicesNew South Wales, Australia11-50 Employees

Lumiant operates in the financial services sector with a cloud-based platform that connects clients and their advisers around life, values, and finances. The software seeks to reveal the motivations behind clients' financial decisions and supports finance professionals in identifying, tracking, and managing goals and tasks that help clients pursue meaningful outcomes. The company is based in Sydney, New South Wales, Australia, and functions with a mid-sized team.

The approach decouples the client experience from specific financial products, anchoring decisions in what clients value and their overall wellbeing. In October 2023 Lumiant launched Lumiant Academy, a learning program offering accredited courses for advisers in the U.S. and Australia.

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