View details of this raise on Seedstage

Wayne, NJ

Developing an AI-powered platform to enhance wealth management.

• AI-Powered Platform: Lumida Wealth is building a wealth management platform that uses AI to provide investment insights.
• Lumida Invest SuperApp: The app offers real-time insights and access to private deals, aiming to improve investment decision-making.
• Wealth Transfer Opportunity: The company is positioned to capture part of the $84 trillion wealth transfer to the next generation.
• Community Advantage: Lumida’s community, the Lumida Tribe, is a key differentiator that supports its growth strategy.
• Expansion Plans: Funds will be used to develop AI tools, expand the community, and launch new products like an ETF.

Lumida Wealth is developing a next-generation wealth management platform that leverages artificial intelligence to enhance investment strategies. The company aims to provide users with AI-powered insights that were traditionally available only to institutional investors. The Lumida Invest SuperApp is central to this initiative, offering real-time insights, early trend detection, and access to private deals. This platform is designed to help investors make informed decisions rather than focusing solely on transactions.

The company is also positioned to benefit from the largest wealth transfer in history, as $84 trillion is expected to move from Baby Boomers to the next generation over the next two decades. Lumida Wealth’s community, known as the Lumida Tribe, is a unique competitive advantage that supports its growth. The company plans to use the funds raised to accelerate the development of its AI tools, expand its community, and enhance its product offerings, including the launch of an ETF and further monetization of the app. Lumida Wealth’s approach integrates AI with traditional wealth management, aiming to redefine how investment advice is delivered.

Company Info

Lumida Wealth provides AI-driven wealth management services and tools for modern investors.

Lumida Wealth is a wealth management platform that integrates artificial intelligence to provide advanced investment insights and tools. The company offers a comprehensive suite of services, including traditional wealth management, public securities asset management, and private investment vehicles. Lumida’s platform is designed to cater to the next generation of investors, leveraging AI to deliver real-time insights and personalized investment strategies.

The Lumida Invest SuperApp serves as the central hub for users, offering features that help investors make informed decisions without relying solely on transaction-based models. The platform aims to attract and educate users, eventually transitioning them to advisory services as their assets grow. Lumida’s community, known as the Lumida Tribe, is a key differentiator, fostering a social investing environment that supports the company’s growth and engagement strategies.