Overview
Lumida Wealth Management is an investment advisor [2] offering comprehensive wealth management with specialization in alternative investments and family office services to high net worth and ultra high net worth individuals and families [2]. The firm provides financial planning and family office services [2], including oversight of trust and estate planning, insurance structuring, and concierge services [2]. Founded in 2022 [2], Lumida Wealth is listed as a fintech-AI company in the New York City AI scene [1]. According to LinkedIn, the company operates in the financial services industry [3] and has approximately 35 employees [3].
Growth & traction
LinkedIn lists 35 people working at Lumida Wealth. [4]
Key people
Focus
- Lumida Wealth describes itself as "Lumida is your Wealth Architect. We serve investors seeking a holistic approach to building and preserving wealth beyond".[5]
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