About Us

Lumida is a digital-first wealth advisor for people who want access to the same opportunities as institutions — public markets, private deals, and alternatives.

our team

our investors

media recognition

OUR MISSION

Our mission is to transform wealth management — combining investment excellence and the best of trust and estate planning in a modern, tech-first experience.

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

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

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.