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Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
With over $1.6 billion in assets and over 80 years of experience, Advancial is a full-service financial institution providing personal, convenient and innovative financial services to individuals and select group partners.
AmeraCash is a Philadelphia, PA-based company in the Financial Services sector.
Blockcap Inc. was formed in 2020 with the primary purpose of purchasing and operating digital asset mining equipment. The Company was established by two of the founders of Core Scientific, a global leader in blockchain and artificial intelligence hosting capabilities. All mining equipment purchased to date has been co-located in Core Scientific`s data center facilities.
Feillc is a Chicago, IL-based company in the Financial Services sector.