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VerifiedFinancial Services· Founded 2022

Lumida Wealth

Lumida Wealth Management is an investment advisor offering comprehensive wealth management with specialization in alternative investments and family office services to high net worth and ultra high net worth individuals and families. We provide truly holistic wealth and legacy management. Lumida’s services include comprehensive wealth management, financial planning, and family office services, which means a quarterback to oversee trust and estate planning, insurance structuring, and concierge health.

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HeadquartersNew York, United StatesEmployees23(1 to 10)Founded year2022Websitelumida.comLinkedIn profileLinkedIn

Verified contacts

20

available on Kipplo

LinkedIn employees

23

1 to 10 range

Open roles

1

across 1 depts

Distinct roles

15

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

Hiring · 1 open positions across 1 departments

IT1

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Decision-makers and verified team members

20 contacts with verified email or phone · masked until revealed.

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Top roles at Lumida Wealth

15 distinct titles indexed · top 10 shown.

  • 3associate
  • 2chief strategy officer
  • 1()
  • 1client associate
  • 1consultant (talent - cx - transformation)
  • 1data specialist
  • 1engineering lead
  • 1financial analyst
  • 1financial market analyst
  • 1head researcher
  • +5more titles

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