We believe financial advice should be as personal as the Lives it Shapes.
Lumiant is the client experience platform built to help advisory firms scale their business without ever losing their human touch.
To empower financial professionals to deliver deeply human, values-based advice. We build technology that removes the clutter, deepens relationships, and turns financial planning into an inspiring, life-changing experience for every client.
CONNECTED.
CONSISTENT.
CONFIDENT.
Built by advisors, for advisors.
Lumiant wasn’t born in a tech incubator. It was born in a meeting room.
Our founders were financial advisors who grew frustrated with the industry status quo. They realized that traditional financial planning tools were built purely for the balance sheet, not for the human beings sitting across the desk. Meetings had become dry, analytical snooze-fests that often alienated the non-CFO spouse and reduced the advisor's deep expertise to a stack of static charts.
They wanted a better way. They wanted a platform that put a client’s actual life - their values, dreams, and family dynamics - front and center. They wanted to make the meeting itself an unforgettable experience.
When they couldn't find software that did this, they built it.
The industry’s response was immediate. Our early crowdfunding rounds were overwhelmingly backed by fellow advisors who felt the exact same frustration and shared the exact same vision. Soon after, two of the most respected advice firms in the world - Savant Wealth Management in the US and Invest Blue in Australia - stepped in to invest, helping Lumiant evolve into the robust, enterprise-ready platform.
Today, Lumiant is the premier client experience platform, trusted by high-growth advisory firms globally.
What we believe about the future of advice.
We aren’t just building software. We are championing a new standard of care in the financial advice industry.
We believe the meeting is the product
The real value of an advisor isn't found in a hidden portfolio algorithm. It happens live in the room, in the conversations that bring clarity and confidence. We make every meeting a milestone.
We believe both spouses deserve a voice.
Financial planning affects the whole family. Advice must be inclusive, ensuring the non-financial spouse is just as engaged, heard, and valued as the primary earner to secure multi-generational loyalty.
We believe technology should enhance, not replace, the human connection.
Tech shouldn't automate the advisor out of the picture. It should handle the heavy lifting so you can focus entirely on being an indispensable life partner to your clients.
We believe in tracking life progress, not just market performance.
You must decouple your value from the market. When you stop defending your fee against volatile market returns and tie your value to a client's actual life goals, trust becomes unbreakable.
Meet the team guiding the vision
We are a mix of former advisors, behavioral science advocates, and enterprise technology experts dedicated to elevating the advice industry.
Values statement
Values statement Values statement.
Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes. Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes.
Heather Holmes
CEO, Founder of Genevity & HALO
Values statement
Values statement Values statement.
Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes. Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes.
Shazia is driven by the opportunity to transform complexity into clarity and deliver human-centred experiences that create measurable business value. She cares deeply about designing solutions that make people feel supported, understood, and bring a genuine sense of ease and joy to their everyday lives.
Elise is driven by the opportunity to turn strategy into meaningful, scalable client experiences that deliver measurable outcomes. She is passionate about helping advisory firms embed ways of working that create clarity, drive engagement, and deliver long-term value for both clients and their business.
Ashley is a product and operations leader with 15+ years of experience turning early-stage concepts into market-ready solutions that drive measurable business growth.
Values statement
Values statement Values statement.
Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes. Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes.
Heather Holmes
CEO, Founder of Genevity & HALO
Values statement
Values statement Values statement.
Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes. Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes.
Shazia is driven by the opportunity to transform complexity into clarity and deliver human-centred experiences that create measurable business value. She cares deeply about designing solutions that make people feel supported, understood, and bring a genuine sense of ease and joy to their everyday lives.
Elise is driven by the opportunity to turn strategy into meaningful, scalable client experiences that deliver measurable outcomes. She is passionate about helping advisory firms embed ways of working that create clarity, drive engagement, and deliver long-term value for both clients and their business.
Ashley is a product and operations leader with 15+ years of experience turning early-stage concepts into market-ready solutions that drive measurable business growth.
Values statement
Values statement Values statement.
Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes. Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes.
Heather Holmes
CEO, Founder of Genevity & HALO
Values statement
Values statement Values statement.
Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes. Driven by purpose, our team blends creativity, innovation and expertise to shape remarkable outcomes.
Shazia is driven by the opportunity to transform complexity into clarity and deliver human-centred experiences that create measurable business value. She cares deeply about designing solutions that make people feel supported, understood, and bring a genuine sense of ease and joy to their everyday lives.
Elise is driven by the opportunity to turn strategy into meaningful, scalable client experiences that deliver measurable outcomes. She is passionate about helping advisory firms embed ways of working that create clarity, drive engagement, and deliver long-term value for both clients and their business.
Ashley is a product and operations leader with 15+ years of experience turning early-stage concepts into market-ready solutions that drive measurable business growth.
Join the firms leading the Experience Revolution.
We are incredibly proud to partner with high-growth advisory firms who share our dedication to exceptional client care.
The team who makes it all happen
