GenXFinancial vs Lumina Americas
GenXFinancial
A platform designed for today’s advisor that improves the client experience and increases the value of their business
13 employees · est. 2017 · Nashville, United States
Lumina Americas is the older company (2017 vs 2001); Lumina Americas is the larger of the two.
Side-by-Side Comparison
| Metric | GenXFinancial | Lumina Americas |
|---|---|---|
| Founded | ||
| Founded | 2017 | 2001 older |
| Headquarters | ||
| Headquarters | Nashville, United States | Argentina |
| Employees | ||
| Employees | 13 | 138 larger |
| Industry | ||
| Industry | Finance, Financial Services | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series B |
| Total Funding | ||
| Total Funding | Not tracked yet | $25.00M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 1 |
| Taxonomy | ||
| Taxonomy | Financial AdvisorFiduciary PlanningInvestment Advisory ServicesClient ExperienceIndependent Financial AdvisorFinancial Firm +6 | ConsultingTechnology ServicesFinancial Services IndustryLatin AmericaArgentinaMexico +7 |
| Website | ||
| Website | genxfinancial.com | luminaamericas.com |
About GenXFinancial
GenXFinancial is a finance startup that serves as the parent company for Innovative Financial Group, MyRemoteFA, and SellMyFinancialPractice. The company's focus is on empowering independent financial advisors to deliver fiduciary planning and advice to clients, thereby enhancing the client experien...
About Lumina Americas
Lumina Americas is a regional consulting and technology service company based in Latin America with offices in Argentina, Mexico and a representation in Spain. With over 20 years of experience in developing solutions for the Financial Services Industry in Latin America, they specialize in building m...
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Compiled from the BounceWatch company index. We last looked at GenXFinancial on 14 Sep 2024, and Lumina Americas on 11 Sep 2024. 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.
