Investor insights
Sectors invested in
Behavioural Finance2
Customer Service2
Financial Services2
Client Experience2
Client Engagement2
FinTech2
AdviceTech2
Financial Planning Software2
Financial Advice Software2
Funding rounds participated in
$3.3M sweet spot round size
Most of their 2 investments are in rounds between $3M and $3.5M
Basic info
Industry
financial services
Sectors
Wealth Management
Financial Planning
Estate Planning
Retirement Planning
Investment Management
Trust Services
Endowments & Foundations
Family Wealth Transfer
Consulting
Qualified Retirement Planning
Cash Flow Management
Financial Services
Philanthropic Planning
Tax & Consulting
Date founded
1986
Investments made
L
Lumiant Pty Ltd raised $3.5M on March 27, 2023
Investors: Invest Blue and Savant Capital Management
L
Lumiant Pty Ltd raised $3M on June 1, 2022
Investors: Savant Capital Management