Democratizing Wealth Management

Luminate Wealth breaks down the walls between retail investors and institutional strategies. We believe every investor deserves access to the same sophisticated analysis used by elite hedge funds and investment banks.

Our platform applies institutional-grade algorithms to your specific holdings, revealing opportunities that were previously visible only to those managing billions. No minimums. No gatekeepers. Just pure financial intelligence.

The Problem We Solve

Traditional Wealth Management

Requires millions in assets for sophisticated analysis
Charges excessive fees for basic strategies
Keeps advanced techniques behind closed doors
Delivers one-size-fits-all solutions

The Luminate Approach

Any portfolio size receives institutional analysis
Transparent, affordable pricing
Complete visibility into professional strategies
Personalized to your exact holdings

Our Technology

Luminate is powered by a proprietary multi-agent AI architecture — a network of specialized intelligence agents that analyze your portfolio simultaneously from every angle.

Prompts engineered by senior wealth managers with 20+ years experience at leading Swiss private banks
Multi-agent orchestration — purpose-built AI agents collaborate in real-time to deliver institutional-grade analysis
Quantitative engine — live Sharpe ratio, beta, volatility, and diversification scoring computed continuously
Intelligent document parsing — upload any portfolio format (PDF, XLSX, CSV) and our AI extracts your holdings instantly
Real-time market intelligence — social sentiment, news aggregation, and political trading signals filtered to your holdings
Human-in-the-loop oversight — wealth manager review of AI-generated reports (coming soon)
Reinforcement learning from expert feedback — our models continuously improve from professional wealth manager input (coming soon)

Every analysis is personalized to your exact holdings, delivered in minutes — not days.

For illustrative purposes only. This is not investment advice. Investing involves risk of loss.