Lumiant
PrivateLast Round
Seed
Mar 27, 2023
Total Funding Raised
$8.05M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Lumiant is a business and productivity software company that provides a cloud-based advice and client engagement platform for financial advisors to connect with clients around their lives, values, and finances.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Customer Experience
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Lumiant Comparables
Compare Lumiant with similar companies based on industry and business-model similarity.
Lumiant Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Mar 27, 2023 | ||||
| Angel | Sep 12, 2022 | ||||
| Seed | Jun 1, 2022 | ||||
| Seed | Feb 24, 2021 |
Lumiant Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Invest Blue | Seed |
| Savant Wealth Management | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 28, 2026
Monthly visitors grew 84% MoM, reaching 4.2K.
- Jan 27, 2026
Monthly visitors grew 668% MoM, reaching 13.9K.
Lumiant Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Lumiant's valuation, stock price, and market status.