Lumiant
Calgary · Founded 2011 · 1 known investors
Find your way into Lumiant
Lumiant is a client experience platform for financial advisory firms, centralizing client information in a dashboard to help advisors deliver consistent, value-based advice and run engaging client meetings. The platform (along with its HALO product) targets high-growth advice practices seeking to improve client retention and scale their advice experience.
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
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 is a client experience platform for financial advisory firms, centralizing client information in a dashboard to help advisors deliver consistent, value-based advice and run engaging client meetings. The platform (along with its HALO product) targets high-growth advice practices seeking to improve client retention and scale their advice experience.
- Who are Lumiant's investors?
- Lumiant's investors include Tensility Venture Partners.
- Where is Lumiant headquartered?
- Lumiant is headquartered in Calgary.