Lumiant Alternatives & Competitors
12 companies similar to Lumiant — Define, Co-Create & Guide clients to live healthier, wealthier and wiser with Lu...
Companies similar to Lumiant
Ningi
Technology advisers deserve, finally.
Stamford, United Kingdom
Asset-Map
We combine design thinking and personal finance to communicate a household's complete fina...
Philadelphia, United Stat...
WealthShield, LLC
We put investment back into investment advisor.
Charlotte, United States
FNZ (formerly Advicefront)
Advicefront is an online advice platform for financial advisers that combines investing an...
London, United Kingdom
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RightCapital
Financial planning software done right
Shelton, United States
GenXFinancial
A platform designed for today’s advisor that improves the client experience and increases...
Nashville, United States
LegacyShield
Digitally connecting advisors with clients to redefine client trust and relationships.
United States
AdviceBridge
Helping financial planners serve every client
London, United Kingdom
MONECO Advisors
A Wealth of Knowledge
Fairfield, United States
TelosTouch
Visibility and Engagement to Drive Growth
Toronto, Canada
Evensky & Katz / Foldes Wealth Management
Planning to Live Well
Coral Gables, United Stat...
About Lumiant
Lumiant is an award-winning cloud-based advice and client engagement platform focusing on Financial Services. Founded in 2020 and headquartered in Australia, Lumiant's slogan "Define, Co-Create & Guide clients to live healthier, wealthier and wiser with Lumiant's Client Experience Platform" reflects its commitment to r...
Client Engagement Platform, Financial Advice, Financial Planning Software, Behavioral Finance, Client Experience, Advisor Software, AdviceTech, Financial Management Tools
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Compiled from the BounceWatch company index. We last looked at Lumiant on 12 Sep 2024. The 12 companies listed here were last checked between 12 Sep 2024 and 22 Mar 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
