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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.
Cinnaire is a full-service financial partner that supports community and economic development initiatives through creative loans, investments and best-in-class services. We match exceptional community investment opportunities with community-focused investors.
We are an online consumer lending platform organized around providing superior value and experience for our borrowers. Founded in the summer of 2013 and headquartered in Austin, Texas. We believe in putting our customers first. That means affordable, fixed rate personal loans that are backed by secure technology and friendly service.
We start companies and partner with growing businesses to improve people’s lives. Our focus is to transform human wellness, performance, and engagement through the growth of early-stage companies that have a shared purpose.