CTOs on the Move

Lumiant

www.lumiant.io

 
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 ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Winslow Evans and Crocker

Winslow Evans and Crocker is a Boston, MA-based company in the Financial Services sector.

DepositNow

DepositNow is a San Francisco, CA-based company in the Financial Services sector.

Circulo Health

Circulo is building the Medicaid insurance company of the future to provide tech-enabled, world-class care to the nation`s most underserved populations. Circulo is based in Columbus, OH, the emerging insurtech capital of the U.S.

Reliable Auto Finance

Reliable Auto Finance is a Wyoming, MI-based company in the Financial Services sector.

Affinity Federal Credit Union

Michael Rose joins Affinity Federal Credit Union from Vertex Merchant Solutions, where had served as chief information officer. Prior to that he was CIO at EVO Payments International.