AI Will Disrupt The $140
Trillion Wealth Industry
Lumida is the AI wealth architect taking on the biggest industry AI hasn't touched yet.
The investment opportunity is open - for Now!
Lumida is Backed by the pre-IPO board investors of:
The investment opportunity is open - for Now!
Lumida is Backed by the pre-IPO board investors of:
This prospective offering is being made available as Testing the Waters reservation campaign under rule 206 of Regulation CF: (1) A “reservation” involves no obligation or commitment of any kind; (2) No money or other consideration, is being solicited and if sent will not be accepted; (3) No investment commitments can be accepted and no funds can be received unless the issuer files a Form C with the SEC and starts accepting investments. See more information below about the associated risks.
Community / Followers:
60K +
REVENUE IN PIPELINE*:
$9 MM +
Featured on:
Disclaimer: *Past performance is not indicative of future results
Wall Street is Paying Attention to Lumida.
Why Now
The AI Generation Won’t Use Traditional Wealth Managers.
Every Generation Gets a New Financial Platform.
Boomers had Schwab.
Millennials had Robinhood.
The AI Generation gets Lumida.
Old School Wealth Managers are about to be disrupted.
Lumida is Built for the AI Generation.
Top Reasons to Invest
Robinhood Disrupted Trading. Coinbase Changed Crypto.
Lumida Is Bringing AI to Investing.
The Problem
Traditional Wealth Management Is Broken.
Today, most investors are forced into one of two bad options:
.png)
Our Thesis
AI is Poised to Disrupt Investing.
Every major technology shift creates new category leaders.
Internet created: Amazon
Mobile created: Robinhood
Social created: Facebook
AI will create the next Amazon for investing.
Our Solution
Introducing Lumida Invest: The AI Powered
Investing SuperApp.
Robinhood made trading accessible. Lumida Invest makes it intelligent.
Lumida is your AI Wealth Architect that connects every part of your financial life into one intelligent plan.
AI is Coming for the 1% Advisor Fee.
The Product Speaks for Itself. So do the Users.
Disclaimer: Individuals providing testimonials have not been compensated for their statements.
Business Model
Lumida Flywheel - Our Model for Accelerated Growth.
Every piece reinforces the next. AI compounds every turn.
Lumida Tribe
Community is a Pillar of our Success.
Every Lumida investor becomes a Lumida ambassador.
The conversation about Lumida happens at kitchen tables, in group chats, and across social feeds - by people who have a stake in our success.
That's the Tesla and SoFi playbook. Turn Customers into Owners, and Owners into Advocates.
The flywheel is built. Our community makes sure it never stops.
Investors
Lumida’s Backers have Board Level Experience at Coinbase,SoFi and Circle Before they went Public.
Andrew Keys
Arthur Levitt
.png)
Oliver Wriedt
.png)
Lumida TEAM
We Have A Proven Team.
Investments, research, and client experience - alumni of Goldman, JPMorgan, Merrill, Fidelity.
Ram Ahluwalia
CEO, Lumida Wealth
Serial entrepreneur with deep background in FinTech and Capital markets. Ram built and sold his first startup to an a16z backed Cross River Bank. Ram is a "non-consensus" investor who seeks to identify investment themes before they become mainstream. Featured in WSJ, Bloomberg, CoinDesk, American Banker, and CNBC; Ram has co-authored editorials with luminaries like former SEC Chair Arthur Levitt. His market insights are read by 60,000+ loyal followers across social media and the influential Lumida Ledger newsletter. His investing philosophy was shaped by Warren Buffett and Peter Lynch, as well as his experience navigating financial crises as the youngest VP at Merrill Lynch and executive at Bank of America.
Mubasshir Ali
Head of Engineering
Nicolina Delgadillo
Vice President, Strategic Accounts
Raymond Samuels
Senior Investment Advisor
Christopher Acquaviva
Vice President, Private Clients
Shikhar Gupta
Research Analyst to CIO
_logo.svg){kind=logo}
.png)
Rasik Sharma
Vice President, Investment Advisor
.png)
.png)
Reegan Capozzoli
Vice President, Investment Advisor
.png)
Kamila Bautronis
Client Associate
How to Invest in Lumida Via Republic - Step by Step Guide.
