Lumina
Curated by SignalFinancial planning platform automating tasks for financial advisors' efficiency.
Overview
Lumina is a financial planning platform aimed at supporting financial advisors in improving their workflow and client relationships. The platform automates various administrative tasks, including client summaries, note-taking, and CRM updates, which allows advisors to dedicate more time to client interactions. Lumina integrates with existing applications to facilitate user experience. It specifically targets financial advisors by addressing the issue of time spent on administrative duties, promoting a more client-focused approach. The platform includes features such as financial planning tools and automation capabilities, with the objective of enhancing efficiency and effectiveness in financial advisory services.
Key facts
- Founded
- 2024
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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