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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.
Pacific Community Credit Union is a Fullerton, CA-based company in the Financial Services sector.
Education Plus Credit Union is a Monroe, MI-based company in the Financial Services sector.
Westlake Securities is a middle market investment bank that provides M&A advisory, capital placement, and management consulting services to middle market companies.
1st Century Bank, N.A is one of the leading providers in Financial Services. It is based in Collingswood, NJ. To find more information about 1st Century Bank, N.A, please visit www.1stcenturybank.com