Why Lumiant? [Getting Started]

Lumiant is an advice and client engagement platform that heroes advice. It has been designed to bring to life the intangible value of your advice, allowing clients to see its impact on their lives.

Born out of the desire for the advice industry to be better, to help clients live better lives, not sell them better products, to engage the disengaged non-CFO spouse and provide meaning to money, Lumiant transitions the client value proposition from financial enrichment to life enrichment.

Lumiant’s Co-Founder Santiago Burridge explains the Lumiant story below: