Lumiant
Define, Co-Create & Guide clients to live healthier, wealthier and wiser with Lumiant's Client Experience Platform
22 employees · est. 2020 · Australia
Northstar Financial Planning
Where Your Wealth and Well-Being Connect
11 employees · est. 1994 · Windham, United States
Northstar Financial Planning is the older company (2020 vs 1994).
Side-by-Side Comparison
| Metric | Lumiant | Northstar Financial Planning |
|---|---|---|
| Founded | ||
| Founded | 2020 | 1994 older |
| Headquarters | ||
| Headquarters | Australia | Windham, United States |
| Employees | ||
| Employees | 22 | 11 |
| Industry | ||
| Industry | Financial Services | Finance, Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Non Equity Assistance | Not tracked yet |
| Total Funding | ||
| Total Funding | $6.50M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 4 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Client Engagement Platform, Financial Advice, Financial Planning Software, Behavioral Finance, Client Experience, Advisor Software, AdviceTech, Financial Management Tools | Fee-Only Wealth Management, Financial Life Planning, Registered Investment Advisory, Financial Transition Planning, Comprehensive Strategic Planning, Fiduciary Services, Women In Transition, Life-Changing Events, Retirement Planning, Financial Decision Making, Independent Advisory Services |
| Website | ||
| Website | lumiant.io | northstarfp.com |
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...
About Northstar Financial Planning
Northstar Financial Planning, founded in 1994 and headquartered in the United States, is a Fee-Only Wealth Management and Financial Life Planning firm. Specializing in working with women in transition due to the death of a spouse or a divorce, the company also serves individuals experiencing other s...
We will tell you when either one moves
BounceWatch watches Lumiant and Northstar Financial Planning for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Lumiant and Northstar Financial Pl... — by email.
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Compiled from the BounceWatch company index. We last looked at Lumiant on 12 Sep 2024, and Northstar Financial Planning on 13 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.