Tech Company Financing Transactions

Lumiant Funding Round

Invest Blue and Savant Wealth Management participated in a $3.5 million Seed funding round for Lumiant. The round was announced on 3/27/2023.

Transaction Overview

Company Name
Announced On
3/27/2023
Transaction Type
Venture Equity
Amount
$3,500,000
Round
Seed
Investors

Invest Blue (Lead Investor)

Savant Wealth Management (Lead Investor)

Proceeds Purpose
The company intends to use the funds for its continued U.S. expansion, as well as the buildout of its mobile development and engineering teams, with the aim of bringing its experience to Android and iOS in the coming months.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
Level 2, Suite 2.114 477 Pitt St
Haymarket, NSW 2000
AU
Phone
Undisclosed
Email Address
Overview
Lumiant is an award-winning cloud-based advice and client engagement platform. It's where clients and their advisers connect around their lives, values and finances. At Lumiant, we see four macro trends that are disrupting the way advice is delivered. We wanted to design a platform to support advice professionals in overcoming these challenges. The Lumiant platform places the client at the heart of its experience. We design for the client-first, ensuring we can support you in delivering an extraordinary experience.
Profile
Lumiant LinkedIn Company Profile
Social Media
Lumiant Company Twitter Account
Company News
Lumiant News
Facebook
Lumiant on Facebook
YouTube
Lumiant on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Santiago Burridge
  Santiago Burridge LinkedIn Profile  Santiago Burridge Twitter Account  Santiago Burridge News  Santiago Burridge on Facebook
Chief Technical Officer
Chris Dadej
  Chris Dadej LinkedIn Profile  Chris Dadej Twitter Account  Chris Dadej News  Chris Dadej on Facebook
VP - Engineering
Adrian Chung
  Adrian Chung LinkedIn Profile  Adrian Chung Twitter Account  Adrian Chung News  Adrian Chung on Facebook
VP - Sales
Laura Holt
  Laura Holt LinkedIn Profile  Laura Holt Twitter Account  Laura Holt News  Laura Holt on Facebook


 

 

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Prev: 3/27/2023: Videowise venture capital transaction
Next: 3/28/2023: Cabify venture capital transaction

 

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Where The Data Comes From

Our team works diligently to document every notable VC transaction. VC investment data records reported here are sourced from a variety of public sources. The information is sourced from VentureDeal.com, an affiliated venture.

 


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