Lumiant Expands U.S. Sales Team on Heels of Ric Edelman and Savant Investment
New dedicated sales team will seek to build upon the international fintech’s hot start after less than six months in the United States
CHICAGO–(BUSINESS WIRE)–#Advisors—Lumiant, an award-winning cloud-based advice and client engagement platform, that enables clients and their advisors to connect more deeply around their lives, values and finances, has announced the addition of three U.S. sales team members: Laura Holt, CFP®, Head of Enterprise Sales; Nicola Perry, Regional Vice President of Sales; and Arati Narayan as Customer Success Manager.
After launching in the United States in May, Lumiant quickly announced significant funding from strategic investor Savant Wealth Management and renowned financial advisor Ric Edelman. This funding, coupled with a growing U.S. sales team, will set the pace for rapid growth. Through its strategic partnership with Savant, Lumiant is already serving more than 100 advisors across the country, with more being added each month.
New hires Holt, Perry and Narayan will work to deliver Lumiant’s value proposition to prospective advisors, while building upon Lumiant’s tradition of personalized support for existing customers. Advisors who use Lumiant have experienced more engaged and committed clients, increased referrals, and improved revenue and retention.
- Laura Holt, CFP®, Head of Enterprise Sales: Based in Dallas, Holt previously served as the Vice President of Partnership Management at Goldman Sachs Personal Financial Management.
- Nicola Perry, Regional Vice President of Sales: Based in Chicago, Perry previously held the position of Vice President, Enterprise Consultant at Envestnet, Inc., for seven years.
- Arati Narayan, Customer Success Manager: Based in Chicago, Narayan previously served as Implementation Lead at Odeza. Before Odeza, Narayan was a Developer Program Consultant at Allscripts.
“The reception of Lumiant in the United States has exceeded our wildest expectations,” said Santiago Burridge, Lumiant’s Co-Founder and Global CEO. “We are thrilled to be strengthening our sales efforts to enrich the lives of more families while bolstering support for existing customers. Arati, Laura and Nicola bring a wealth of industry knowledge and experience to the team and are uniquely equipped to help advisors bring the intangible value of their advice to life for the clients they serve.”
Lumiant serves more than 4,000 families globally with its platform designed to deepen client relationships and help advisors communicate their unique value, while delivering tailored financial advice. Advisors can learn more about Lumiant, including white-label delivery and pricing options, by taking a free trial.
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 non-financial clients driving conversion, revenue, referrals, and retention over multiple generations.
Lumiant removes key person dependency through its software-supported advice process by creating a memorable, measurable, and repeatable process that anyone can deliver. Lumiant transforms qualitative information into trackable quantifiable measures, anchored in a stochastic modeling process to illustrate to clients whether they are on track to living their best lives.
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