Who We Serve
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.
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.
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.
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 TEAM
Founder
Team
Peter Murrugarra
Geoff Marcus
Nick Rygiel
Adil Saleem, CFA
Dustin McCormick
Devesh Aggarwal
Shashwat Shukla
Diana Rybalko
Stein Horst
Svitlana Romanchenko
Mubbashir Ali
Mrigender Pathania
Our investors bring deep expertise across digital assets, traditional finance, and financial services regulation
