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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.
Mason Companies, Inc. is one of the leading providers in Financial Services. It is based in Tulsa, OK. To find more information about Mason Companies, Inc., please visit www.masoncompanies.com
Stash is a personal finance app that can make investing easy and affordable for millions of Americans. From budgeting paychecks to saving for retirement, we help Stashers create more financial freedom. Since launching in 2015, over 5 million people have joined Stash to increase their financial freedom. Our 250+ employees are on a mission to help you invest in yourself and build wealth.
Esposito Global is the corporate brand for the Esposito family of financial services companies. Its businesses include Esposito Securities, Esposito Partners, and Esposito Private Equity Group
John G Ullman is a Corning, NY-based company in the Financial Services sector.