Investor insights
Sectors invested in
Financial Planning Software1
Customer Service1
Financial Services1
Financial Advice Software1
Client Experience1
Client Engagement1
FinTech1
Behavioural Finance1
AdviceTech1
Funding rounds participated in
$3.5M sweet spot round size
Most of their 1 investments are in rounds between $3.5M and $3.5M
Basic info
Industry
financial services
Sectors
Wealth Management
Financial Planning
Lending
Estate Planning
Retirement Planning
Personal Wealth Protection
Advice
Retirement
Financial Services
Superannuation
Debt management and wealth creation
Business Planning
Date founded
1996
Investments made
L
Lumiant Pty Ltd raised $3.5M on March 27, 2023
Investors: Savant Capital Management and Invest Blue