About Us

Lumida is an AI-native modern wealth advisor for owners and creators. Its Wealth Architect delivers agentic wealth management across investing, tax, and trusts & estate planning.

OUR MISSION

Our mission is to make money intelligent. Lumida is an AI-native modern wealth advisor and Wealth Architect for owners and creators, bringing investing, tax strategy, and trusts & estate planning into one wealth architecture.

Our team shares the same mindset as our clients — curious, original, and driven to build what doesn’t yet exist. Lumida’s own engineering and AI team builds the platform in-house.

Recognized for its differentiated, non-consensus insights, Lumida is reshaping how modern investors build wealth and enabling its clients to invest beyond the ordinary.

How the Wealth Architect works →

WHO WE SERVE

Our clients are owners and creators: founders, exited founders, operators, and high-earning professionals with concentrated wealth and real tax complexity. The common thread is that they are original, non-consensus thinkers.

They woke up to the reality that these classic legacy wealth management firms have conflicts of interest and are not what they used to be.

Founders

Founders have unique tax considerations. These range from QSBS and concentrated stock to setting up an estate plan before getting a mark-up in valuation. Our CEO is an exited founder, and we specialize in navigating the founder journey.

Institutions

Cross-asset investing is more crucial than ever. Our strategies are macro-aware and seek to generate income and capital gains so that institutions can design an investment plan that solves for perpetual existence.

Business Owners

Owners of small businesses have unique tax and planning opportunities, such as setting up a pension, planning for the sale of a business, or accessing credit. We work closely with business owners to help them mitigate taxes and plan for the future.

OUR TEAM