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Lumida Wealth CEO Ram Ahluwalia on the Future of AI-Powered Wealth Management
Lumida Wealth founder and CEO Ram Ahluwalia joins Chris Lustrino to discuss how the company is building an AI-powered wealth management platform for sophisticated investors. Ram frames Lumida as a next-generation investing platform designed to combine the best parts of brokerage accounts, financial advisors, market intelligence, and AI-powered portfolio tools into one experience.
The conversation explores why traditional 60/40 portfolios may not fit the next generation of investors, how Lumida uses AI agents and factor models to surface investment ideas, and why Ram believes investors…
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