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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

Jul 12 · capitalgroup.com
Lumiant co-CEOs exit, US chief rejoins Envestnet | Capital Group
Mar 16 · theorg.com
Heather Holmes - Chief Evangelist Officer at Lumiant - The Org
Heather Holmes - Chief Evangelist Officer at Lumiant - The Org
Apr 26 · businesswire.com
Lumiant acquires Genivity to guide clients on lifestyle, longevity, and ...
Apr 25 · lumiant.io
Our Team | Lumiant
Our Team | Lumiant
Apr 20 · lumiant.io
Lumiant x Genivity HALO Webinar
Jan 27 · Vancouver Sun
Man who placed hoax call to care home found guilty of Richmond sex assault - Vancouver Sun
Man who placed hoax call to care home found guilty of Richmond sex assault - Vancouver Sun
Jan 19 · ABC News
Tony Abbott advising controversial conservative lobby group Advance Australia - ABC News
Tony Abbott advising controversial conservative lobby group Advance Australia - ABC News
Jan 1 · rocketreach.co
Heather Holmes Email & Phone Number | Lumiant Chief Executive ...
Heather Holmes Email & Phone Number | Lumiant Chief Executive ...

Related Questions

What are Heather Holmes' main responsibilities at Lumiant?
How did Heather Holmes transition from Medtronic to founding Genivity?
What makes Genivity's HALO technology unique?
How does Lumiant plan to integrate Genivity's algorithms into its platform?
What impact has Heather Holmes had on the fintech industry?
Heather Holmes
Heather Holmes, photo 1
Heather Holmes, photo 2
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Location

Chicago, Illinois, United States