Who We Serve

At Lumida, we recognize that financial journeys are as diverse as the individuals, institutions, and families behind them. Our expertise is in tailoring our services to meet these unique needs, ensuring a seamless and robust financial future for each of our clients.

our clients

Individuals

We specialize in catering to Entrepreneurs, Executives, Partners, and Crypto Natives. Understanding that each individual has a unique financial path, we offer personalized guidance and strategies to navigate the complexities of personal wealth management.

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Institutions

We specialize in catering to Entrepreneurs, Executives, Partners, and Crypto Natives. Understanding that each individual has a unique financial path, we offer personalized guidance and strategies to navigate the complexities of personal wealth management.

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Family Offices

The world of family offices is not just about managing wealth; it's about preserving a legacy. At Lumida, we offer tailored solutions that not only focus on wealth growth but also on sustaining and passing core ideals and values of your family through generations.

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Join us in this journey, where your financial goals and personal aspirations meet our expertise and commitment.

Every Financial Story is Valued

At Lumida, your financial aspirations are our priority. We are committed to understanding and catering to the distinct needs of our diverse clientele. Our approach is not just about managing assets; it's about forging lasting partnerships and crafting success stories.

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

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

Ryan Selkis
Ryan Selkis

Founder & CEO, Messari