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Heather Holmes

Fintech Founder, CEO • Connecting Health + Wealth for Advisors & Their Clients

Heather Holmes is the Chief Executive Officer of Lumiant, a cloud-based advice and client engagement platform that focuses on helping financial advisors connect with their clients regarding their lives, values, and finances. She previously founded Genivity, a technology platform that specializes in health and longevity planning for financial advisors, which was acquired by Lumiant in April 2023. Following this acquisition, Holmes transitioned to her role at Lumiant, where she also serves as the Chief Evangelist Officer.12

Holmes has a strong background in the medical and financial sectors, having held positions at reputable companies such as Medtronic and Abbott Vascular Devices. She holds a Bachelor of Arts in Speech & Communication from Clemson University and has received specialized training from the Founder Institute in Silicon Valley and Singapore. Her work has been recognized within the fintech industry, particularly for her contributions to integrating health considerations into financial planning.123

In her leadership role at Lumiant, Holmes emphasizes the importance of personalized financial advice that incorporates clients' health and lifestyle choices, aiming to provide a holistic view of their overall well-being.24

Highlights

Sep 28 · linkedin

It's not too late to join Genivity this afternoon for our webinar and panel discussion on the state of financial planning amid a pandemic-driven world.

We'll be going LIVE via Zoom on TODAY, September 28th from 1:00pm-2:00pm CT/ 2:00pm-3:00pm ET.

Registration is complimentary and open to all: https://lnkd.in/d5CukUZ

Sep 24 · linkedin

On behalf of Genivity, I look forward to next Monday's webinar and panel discussion on the state of financial planning amid a pandemic-drive economy.

We'll be going LIVE via Zoom on September 28th from 1:00pm-2:00pm CT/ 2:00pm-3:00pm ET and will also be unveiling the details of our research and findings and have gathered a panel of industry leaders to explore and discuss what matters most to families, individuals, and clients when it comes to the pandemic and their financial wellbeing.

We will be joined by Graham Thomas, Daniel J. Hutcherson, Bill Martin, CFA, and Fabrice Braunrot.

Registration is complimentary and open to all: https://lnkd.in/d5CukUZ

Related Questions

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Heather Holmes
Heather Holmes, photo 1
Heather Holmes, photo 2
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Location

Chicago, Illinois, United States