Invest Blue
Invest Blue is a financial services provider based in Baulkham Hills, Australia, specializing in comprehensive financial planning and advisory services. The company offers tailored solutions in areas such as wealth management, retirement planning, debt recycling, and long-term wealth protection. Additionally, Invest Blue provides investment research, portfolio construction, and wealth creation strategies, helping clients navigate their financial journeys with personalized advice.
1 past transactions
Lumiant
Seed Round in 2023
Lumiant is a cloud-based advice and client engagement platform focused on enhancing the client-adviser relationship. The platform enables clients to connect their lives, values, and financial objectives, making the intangible value of financial advice more tangible. It features an administration interface with a dashboard that allows advisers to manage client accounts, facilitate presentations, and engage in collaborative activities. Additionally, it provides insights into clients' portfolios and asset allocations from key investment platforms. By aligning financial strategies with clients' meaningful values and goals, Lumiant aims to foster long-term relationships between advisers and their clients.
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