Lumida Wealth Management
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
25 W 39th St Ste 700, New York, New York...Website
www.lumida.comRevenue
<$5 MillionIndustry
About Lumida Wealth Management
Lumida is an AI-native modern wealth advisor that specializes in integrated wealth management for owners and creators. Their services include investment management, tax planning, and estate planning, all coordinated through their Wealth Architect platform. Lumida focuses on providing sophisticated guidance to clients such as founders and family offices, ensuring a comprehensive approach to managing and preserving wealth. The firm aims to address the complexities of modern wealth management by leveraging AI and a holistic strategy tailored to individual client needs.Explore more
Lumida Wealth Management Org Chart
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Lumida is an AI-native modern wealth advisor that specializes in integrated wealth management for owners and creators. Their services include investment management, tax planning, and estate planning, all coordinated through their Wealth Architect platform. Lumida focuses on providing sophisticated guidance to clients such as founders and family off... Read More
