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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.
Society of Financial Service Professionals is one of the leading providers in Financial Services. It is based in Cranbury, NJ. To find more information about Society of Financial Service Professionals, please visit www.financialpro.org
Tiptree is a diversified holding company engaged through its consolidated subsidiaries in a number of businesses and is an active acquirer of new businesses. Tiptree, whose operations date back to 2007, currently has subsidiaries that operate in four industry segments: insurance and insurance services, specialty finance, asset management and real estate.
Mechtenberg Financial Group is a Arvada, CO-based company in the Financial Services sector.
West Creek is a fast growing firm that specializes in point of sale finance for underserved customers. West Creek focuses on using big data and technology to optimize underwriting, enabling industry leading approval rates. Our high approval rates lead to great customer experiences and maximum sales for our dealers. West Creek is located in Richmond, Virginia.