Lumeo is a software platform for financial advisers and small advisory offices, designed to bring customer information, meetings and financial planning together in one system. The company positions its product as a way for advisers to spend less time on administration and more time providing advice. Its tools support the client journey from an introductory meeting through ongoing planning and relationship management.

Lumeo includes meeting scheduling based on calendar availability, video calls and AI-generated summaries for both virtual and in-person conversations. Advisers can upload client documents and use AI to extract information for review and storage, covering areas such as mortgages, income, pensions, savings and insurance. The platform also provides visual financial plans, scenario calculators and charts that help clients understand income, expenses, mortgage progress and significant future events.

A dedicated client dashboard lets customers view and enter information, see when action is needed, and respond to adviser to-dos and reminders. Lumeo is designed for offices with one to ten advisers and provides demonstrations, pricing information and feature comparisons.