Registered Investment Advisor Fiduciary Standard of Care Custodied at Charles Schwab 675 3rd Ave, Suite 920 · New York, NY
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For Financial Advisors

One platform.
Every tool you need.
Already built.

The average independent advisor spends thousands per month on disconnected software. At Lumiere, we replaced the entire stack with a single integrated platform built by our own engineering team.

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The Lumiere Platform

Six apps. One login.
Zero vendor fees.

While other firms stitch together Redtail, Orion, eMoney, and a compliance vendor, our advisors work on one system.

CRM
Lumiere CRM
Client management, email compliance, e-signing, and full activity history in one place.
Research
Lumiere Terminal
Market data, portfolio analytics, XBRL financials, and institutional research tools.
Planning
Financial Planning
Monte Carlo projections, scenario modeling, and retirement income analysis.
Operations
Reporting & Billing
Performance attribution, fee simulation, billing automation, and document management.
Risk
Compliance Suite
19 modules replacing legacy compliance vendors — built for RIA requirements from day one.
AI
Notetaker
AI-powered meeting notes, follow-up generation, and participant tracking.

Why Lumiere

Built for advisors
who think differently.

Independence isn't just a structure. It's a philosophy. Here's what it means to build your practice at Lumiere.

01

Full independence, zero conflicts

No proprietary products. No parent company telling you what to recommend. Your clients' interests come first, and the platform is built to make that easy.

02

Competitive payout structure

We offer one of the most competitive payout structures in the independent space — because we don't have layers of overhead built on vendor relationships.

03

Technology that actually works

We built our own stack because the industry standard wasn't good enough. Advisors at Lumiere spend less time on administration and more time with clients.

04

A team that supports your growth

Compliance, operations, marketing, and technology — handled. You focus on your clients and your practice. We handle the rest.

Ready to explore
what Lumiere can offer?

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