Ric Edelman Takes Stake in Financial Planning Engagement Platform

Explaining why he decided to invest in Lumiant, the founder of Edelman Financial Engines and the Digital Assets Council of Financial Professionals said in a statement: “Lumiant’s advice process lets advisors uncover what’s truly important to their clients.”

He added: “The platform helps the advisor focus on offering solutions for where their client is headed, not where they’ve been. It does so in such an engaging and visual way that I’m convinced that any advisor who uses this service will be among the most successful in the business.”

“Having Ric Edelman’s support behind Lumiant is a testament to what we’ve built,” according to Santiago Burridge, Lumiant global CEO.

“We’ve reimagined the financial advice experience to help advisors center on life planning, giving them the tools they need so they can connect with their clients on an emotional level,” Burridge added. “This allows them to have incredibly meaningful conversations with clients, making their advice quantifiable, meaningful and measurable.”

(Pictured: Ric Edelman, founder of Edelman Financial Engines and Digital Assets Council of Financial Professionals)