| Name | Title | Contact Details |
|---|
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
SmartClixx is a Boca Raton, FL-based company in the Financial Services sector.
R J Mains is a Tipp City, OH-based company in the Financial Services sector.
Farm Credit Svc is a Milton, FL-based company in the Financial Services sector.
Melius Research is an independent research, data analytics, and investment firm that leverages decades of industrial and industrial tech-focused expertise to help our clients navigate a rapidly changing world. The traditional industrial eco-system is being transformed by emerging technologies in areas such as robotics, new mobility, energy transition, space travel, and the overall rise of software across all industries. Furthermore, the powerful thematic of sustainability is driving a secular shift in investment never seen before, creating unique opportunities and a new generation of leaders. We partner with clients including disruptive start-ups, institutional investors, and corporate executive teams, to make better investment and strategic decisions.