Wealth & Health

At Lumida, we believe that true wealth is a harmonious blend of financial prosperity and personal well-being.  Our philosophy transcends traditional wealth management, embracing a holistic approach that prioritizes both your wealth and your health.
Holistic Legacy Planning with Lumida

Your legacy is a testament to your life's journey, values, and vision.
At Lumida, we honor that legacy by building and implementing strategies to preserve, protect, and pass on your legacy.

We also help build and lead a team to manage your health and longevity.
 With Lumida, it's not just about living longer; it's about living better.

Bespoke Estate Planning

Estate planning with Lumida is a deeply personal journey, one that goes beyond assets to aspirations.

Partnering  with leading estate attorneys, we tailor strategies that align with your unique vision, helping preserve and protect your legacy.

Beyond Numbers

Life is a tapestry of evolving moments, and Lumida ensures that your estate plans are as dynamic as your life.

Challenges are part of life and with Lumida, you're never alone.

We navigate the intricacies of estate management with precision and empathy.

When life's inevitable challenges arrive, we're here, with financial guidance as well as resources and recommendations to navigate the uncertainty.

WHY LUMIDA

In a world where the traditional 60/40 portfolio no longer suffices, Lumida stands as a beacon for those seeking more.
Our clients, with their insatiable thirst for knowledge and clarity, recognize the potential of niche asset classes and emerging technologies. Lumida's mission is to guide you beyond the ordinary, helping you achieve the extraordinary.

OUR TEAM

Founder
Team
Peter Murrugarra
Manager Sourcing & Diligence, Co.Founder at Inti Advisors Inc.
Geoff Marcus
Manager Sourcing & Diligence, Senior Financial Services Inti Advisors Inc.
Nick Rygiel
Crypto Sub-Advisor, Founder of Ironclad Financial
Adil Saleem, CFA
Head Researcher & Analyst
Dustin McCormick
Client Associate
Devesh Aggarwal
Digital Marketing Director
Shashwat Shukla
Content Strategist
Diana Rybalko
Operational Support Specialist
Stein Horst
Researcher
Svitlana Romanchenko
Researcher
Mubbashir Ali
Data Engineer
Mrigender Pathania
Social Media Manager

Our investors bring deep expertise across digital assets, traditional finance, and financial services regulation

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Arthur Levitt
Arthur Levitt

Former SEC Chairman

Howard Linzdon
Howard Linzdon

Founder and Managing Partner, Social Leverage

Ryan Selkis
Ryan Selkis

Founder & CEO, Messari

Mike Dudas
Mike Dudas

Founder and General Partner, 6th Man Ventures

Gokul Rajaram
Gokul Rajaram

Board Member, Coinbase

Raj Date
Raj Date

Founder and Former Dep. Director of the CFPB, Fenway Summer Ventures

Drew Austin
Drew Austin

Founder and General Partner, Red Beard Ventures

Marshall Lux
Marshall Lux

Advisor/Fellow at BCG, McKinsey, Harvard

Henry Pinnell
Henry Pinnell

SMD of Tech Investment Banking, SVB

Matt Ober
Matt Ober

General Partner and Member of Lumida's Board of Directors, Social Leverage

Dev Gopalan
Dev Gopalan

Head of Private Credit, Sagard (former Head of US Private Credit, KKR)

Neal Berger
Neal Berger

Founder, Eagle's View Capital Management

Hany Rashwan
Hany Rashwan

Founder & CEO, 21 Shares