# Lumiant

Lumiant is a SaaS / Financial Planning Software based in Sydney, Australia.

## Overview

- **Organization type:** SaaS / Financial Planning Software
- **Headquarters:** Sydney, Australia
- **Region:** Oceania
- **Address:** Sydney, Australia
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** lumiant.io
- **LinkedIn:** https://www.linkedin.com/company/lumiant

## Regulatory record

- **Reports private funds:** No

## About

Lumiant launched with a focus on systematizing the non-investment side of private wealth management. The firm's platform helps advisors map family values, measure household well-being, and structure governance conversations — a market traditionally served by management consultants and facilitation handbooks. Santiago Burridge and his co-founders built the company to instrument what most family offices handle informally: mission definition, risk tolerances that stem from family history, and inter-generational communication protocols. The software tracks personalized lifestyle and values metrics over time. The company targets registered investment advisors, multi-family offices, and private bank wealth divisions. Its modules cover values discovery, governance design, and lifestyle financial planning. Lumiant licenses its platform on a SaaS subscription basis. The firm competes with both legacy planning software providers and high-touch consultancy models, positioning itself as a scalable backbone for values-driven wealth advice. Lumiant operates from its base in Sydney, with users reported in the United States and other markets. The firm has publicly emphasized partnerships with financial planning associations and wealth management enterprises to distribute its platform. The company remains privately held and does not disclose revenue or detailed user counts. Lumiant's structural differentiator is in its focus on quantifying the qualitative. While most enterprise software for wealth management models portfolio risk and return, Lumiant models family cohesion and mission alignment. It converts what is typically a consulting-led, episodic exercise into a continuous digital subscription, which embeds values assessment into the same technology stack an advisor uses to manage client money.

## Sectors

- WealthTech
- Enterprise Software

## People

- Santiago Burridge — CEO & Co-Founder

## Questions

### Is Lumiant an investment manager or a technology vendor?

Lumiant is strictly a software-as-a-service vendor. It does not manage capital, recommend specific investments, or act as a fiduciary for assets. The firm sells its platform to financial advisors, family offices, and wealth management firms who use it to run values-based client discussions.

### How does Lumiant distribute its platform?

Lumiant distributes through direct sales to advisory firms, as well as through partnerships with professional associations and wealth management enterprises. In 2023, the firm announced an agreement with the Financial Planning Association in Australia, giving FPA members access to its values-discovery tools, and has pursued similar embedded channel strategies in the US RIA market.

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Last updated: 2026-06-03T20:00:00.000Z

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