Fundraising Fox
Lumiant
Calgary · Founded 2011 · 1 known investors
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Lumiant offers a client experience platform for financial advisory firms, with modules to prepare for, run and track client meetings and financial plans. It links advice to clients' life goals and outcomes through surveys, interactive meeting tools and a client dashboard.
Founders & leadership
CR
Charles RobisonExecutive
RH
Richard HollowayExecutive
Board
FL
Frank LoftusBoard director
BW
Bruce WilliamsBoard director
DP
David PattersonBoard director
AP
Adrian PalmerBoard director
Investors · 1
Tensility Venture Partnerslisted by Tensility Venture PartnersChicago
How we know: Tensility Venture Partners's portfolio page · the VCSheet dataset · Not right? Tell us
Reported raises · per SEC filings
Form D private placements▶$451.9KofferedApr 2014 · Other TechnologyRule 506(b)
▶$451.9KofferedApr 2014 · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Frank LoftusDirector
- Charles RobisonExecutive Officer
- Bruce WilliamsDirector
- Richard HollowayExecutive Officer
- David PattersonDirector
- Adrian PalmerDirector
- Offering amount
- $451.9K
- Minimum investment
- $12.5K
- Incorporated
- Corporation, Canada (federal Level), 2011
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
Frequently asked questions
- What does Lumiant do?
- Lumiant offers a client experience platform for financial advisory firms, with modules to prepare for, run and track client meetings and financial plans. It links advice to clients' life goals and outcomes through surveys, interactive meeting tools and a client dashboard.
- Who are Lumiant's investors?
- Lumiant's investors include Tensility Venture Partners.
- Where is Lumiant headquartered?
- Lumiant is headquartered in Calgary.