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Invest Blue invests $2m in Lumiant's digital platform

The national financial advice firm has announced a strategic partnership with Lumiant to build a cloud-based platform that would boost advice clients’ engagement and satisfaction. ....

David Stephen , Invest Blue , Virtual Business Partners , Santiago Burridge ,

Lumiant secures $5.2m seed funding

Lumiant has closed another seed funding round totaling $5.2 million amid plans to strengthen its US presence and build out a mobile advice solution. ....

Brent Brodeski , David Stephen , Invest Blue , Savant Wealth Management , Phil Pilgrim , Santiago Burridge ,

Lumiant Raises $3.5M USD in Seed Funding

FinSMEs is the financial news site dedicated to covering venture capital, private equity, and merger and acquisition deals in real time! ....

United States , Invest Blue , Savant Wealth , Santiago Burridge ,