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Lumida
Lumida (operating as Lumida Wealth Management) is a digital-first, SEC-registered investment advisor headquartered in Wayne, New Jersey. The firm acts as a wealth architect for owners, creators, and modern investors seeking institutional-grade access to public markets, private deals, and alternative investments. It provides comprehensive wealth management services encompassing tax planning, trusts, and estate strategies.
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Lumida at a glance
Lumida is a financial services company headquartered in United States. Xcout tracks 2 named people at Lumida, including Justin Guilder (COO, CLO).
Lumida leadership
- Justin GuilderCOO, CLO
- Ram AhluwaliaFounder & CEO of Lumida Wealth
Lumida competitors
A few of Lumida's closest competitors — see the full list of competitors and alternatives →
Elm Holdings, LLC (operating as Elm Wealth) provides wealth management and investment services, including separately managed accounts and an exchange-traded fund. The company serves individual and institutional investors through a dynamic index investing approach, offering various portfolio tools, tax calculators, and financial research insights.
WealthCloud, LLC provides an online wealth management platform and virtual family office service that combines AI automation with access to licensed professionals such as CPAs, wealth managers, and estate attorneys. The company serves individuals, families, and business owners, offering a centralized digital workspace to coordinate financial planning, taxes, estate strategies, and asset management.
L&M Wealth Management is a financial advisory firm that provides financial planning, investment services, wealth management, tax services, and insurance to individuals and businesses. The company offers private wealth management, generational wealth planning, retirement planning, education investment strategies, and ESG investing.
Advisor Strategies, LLC is an independent financial services firm based in New Jersey that provides comprehensive financial planning, investment management, and retirement planning services. The company helps clients navigate wealth management, education planning, life insurance, and major life transitions through personalized strategies. Their services are designed for individuals seeking professional guidance to achieve their personal and financial goals.
Compound Planning is a modern wealth management and investment advisory firm that provides financial planning, investment management, and tax services.
Atlas Financial delivers next-generation wealth and asset management services, including personalized financial planning, portfolio management, tax strategy, and alternative investments. The company serves families and individuals of significant means, providing tailored advisory services and access to private markets and emerging fund managers.
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More on Lumida in Xcout Intel
- 2 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access