what's lumida wealth?
Lumida Wealth is a digitally native, SEC-registered investment advisor specializing in alternative investments and digital assets. The firm provides comprehensive wealth management, financial planning, and family office services to high-net-worth individuals and families, including oversight of trust and estate planning, insurance, and concierge health services. They focus on non-consensus investment opportunities, such as crypto-native ventures and real-world assets, and host events like 'Best Ideas' dinners for investors. Lumida also offers tools like the Lumida Tax Shield to help mitigate tax liabilities. Their approach emphasizes holistic legacy management and access to exclusive deals in emerging sectors like health and wellness.
Lumida Wealth launches pre-built factor-based quant strategies for long/short, tested 7 months.
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x.com/lumidawealthLaunching the Lumida Invest SuperApp with a livestream reveal scheduled for 2026-02-19 at 1 PM ET, offering early access to participants.
Lumida Wealth launches pre-built factor-based quantitative strategies for both long and short positions, developed in February and tested for 7 months out-of-sample.
Lumida Wealth seeks a VP of Sales for its leadership team with compensation of $250-350K plus equity.
The company actively recruits talent for internet capital markets roles with flexible position definitions based on candidate skills and attitude.
LumidaWealth leads an oversubscribed investment deal in a firm targeting acquisition or IPO. The project hosted a 'Best Ideas' dinner event in Dorado, Puerto Rico with planned return visits in November and December.