Lumiant
Calgary · Founded 2011 · 1 known investors
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
FL
Frank LoftusNamed on SEC filing
CR
Charles RobisonNamed on SEC filing
BW
Bruce WilliamsNamed on SEC filing
RH
Richard HollowayNamed on SEC filing
DP
David PattersonNamed on SEC filing
AP
Adrian PalmerNamed on SEC filing
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.
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.