About Us

Lumida is a digital-native fiduciary serving founders, family offices, and investors who think differently about wealth.

our team

our investors

media recognition

OUR MISSION

Our mission is to re-invent wealth management — combining investment excellence and the best of tax and estate planning in a modern digital experience.

We source and underwrite opportunities across public and private markets — from pre-IPO companies to overlooked assets — giving clients asymmetric exposure to where the world is going, not where it’s been.

Our investment lens is shaped by major secular shifts — AI, energy transition, digital assets, aging demographics— positioning clients to compound capital through high-conviction themes across asset classes.We build tax into your investment strategy — so your wealth compounds faster, and stays in your hands.

WHO WE SERVE

Our clients are either entrepreneurs, exited founders or have created significant wealth investing in digital assets and the common thread is they are all non-consensus original thinkers.

They woke up to the reality that these classic legacy wealth management firms have conflicts of interests 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 & DAOs

Cross-Asset class 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 opportunities such as setting up a pension, or planning on the sale of a business, or access to credit. We work closely with business owners to help them mitigate taxes and plan for the future.

OUR TEAM

Our team shares the same mindset as our clients — curious, original, and driven to build what doesn’t yet exist. Recognized for our non-consensus insights.