Agentic wealth management for owners and creators. One plan across investing, tax, and trusts & estate planning, with an AI agent for each pillar and your advisor in charge.
Most wealth is managed in silos. Your portfolio, tax plan, and estate plan each sit with a different firm, so nobody sees the whole balance sheet. The Wealth Architect connects them. Each pillar has its own AI agent, and your Lumida advisor oversees all three and makes the final call.
It is wealth management where AI agents do the continuous work of monitoring, analysis, and discovery, and a human advisor makes the decisions. At Lumida, each pillar of the Wealth Architect is designed around its own agent.
Yes. Lumida is an SEC-registered investment advisor whose platform is built in-house by its own engineering and AI team.
Two pillars are live. Investing runs through the Lumida Invest SuperApp, where clients see their portfolio, factor exposures, and Lumida research. Tax combines AI tax diagnostics with advisor-led tax mitigation. The estate agent is in development, and advisors handle trusts and estate planning today.
Those apps serve households early in building wealth. Lumida serves owners and creators with complex balance sheets, tax-led planning, and access to private deals.
Investing, tax, and estate planning run as one plan on one platform, instead of being split across separate firms.
Founders, exited founders, operators, and high-earning professionals with concentrated wealth or upcoming liquidity events.
Talk to a Wealth Architect