We Find the AI Opportunities Hiding In your business - then we build them
Backed by the largest AI Community on the Globe
Trusted by teams shipping with
Lumis is an audit-first AI consulting practice for financial operators — wealth management, advisory, and investment firms. We find the workflow costing you the most, quantify it, and build the system that closes the gap — then step back once it runs without us.
The real risk was never AI. It's adopting it with no governed way to do it. We map that path before anything touches a client file.
We find the workflows actually costing you time — deal review, diligence, client reporting — then show you what's worth building, what's not, and what needs governing before it goes near a client file. Yours to keep either way.
Explore AI readiness →Not another AI vendor pitching a platform. Straight answers on where it fits your business, where it doesn't, and how to adopt it without opening a new risk. No retainers, no theatre.
Explore consulting →Once we know what's worth building, we build it — inside the tools you already run, on a governed foundation that keeps every doc, decision, and client conversation connected and protected. Custom agents, voice, and automation when off-the-shelf can't do the job.
Explore development →For the firm
AI leadership for your firm, without the full-time hire. We learn how you operate, map the highest-leverage places AI belongs in the tools and processes you already run, then train your team and build what's mapped. Three to six months, scoped together, starting within a week.
Explore fractional leadership →Handles data the way this industry actually requires.
Are you:
Your team is buried in busywork. Three people are doing the work of ten.
Every new client means another hire. You grow, but your profit doesn't.
“You're paying $80/hour for $15/hour work. That's a systems problem.”
Who doesn't like more fun coupons?
Make life easy“As the founder, outbound was half my job. Lumis rebuilt our outbound to run itself. I got 20 hours a week back to grow the company.”
Automated outboundMeet the Founder & CEO
Certified Information Security Systems Professional, Certified in Cybersecurity
01
"If AI was free to implement well, everyone would've done it by now."
Every engagement starts with the assessment — the diagnostic that finds the workflow costing you the most and puts a number on it. The build is scoped and priced against that number, never before it. We don't do cookie-cutter pricing because every firm runs differently.
That said, the strategy call is free and we'll tell you exactly what the investment looks like before anything starts. Book one here.
02
Financial operators — wealth management and advisory practices, investment firms, family offices. If your team is spending hours on client onboarding, reporting cycles, document processing, or moving data between systems by hand, you're likely a fit. The common thread is firms that run on sensitive client and deal data and haven't had the time or expertise to put AI to work properly.
If you're unsure whether AI makes sense for your situation, that's exactly what the strategy call is for.
03
Most AI agencies sell you a flashy demo, build a one-off automation, and disappear. We install a full AI Operating System, a layered second brain that understands your firm, watches your data, and runs your workflows — built secure by default, because we work with firms where client and deal data can't be treated casually. And we don't vanish after launch: every client gets a direct Slack channel with us plus a monthly optimisation call, so your AIOS keeps evolving as your business does. You're not buying a project. You're getting an AI team that stays in your corner.
04
Every engagement is different, so we don't do blanket guarantees. We scope everything during the audit and agree on what success looks like before any work begins, so you always know exactly what you're getting.
While you weigh up where to start, the operators in your market are already automating the chasing, the quoting and the follow-ups — capturing the demand that goes to whoever answers first.
