Invest With Intelligence

NEWS & EVENTS

All Featured Latest

8 September 2025

Lumenai is a finalist for InvestmentTech of the Year at the US FinTech Awards

due to our AI-driven alpha-seeking multi-asset portfolios. We hope we’re as competitive as they’ve been....

2 September 2025

Lumenai is nominated for Best Multi-Asset Portfolios for the 2025 CIO Industry Innovation Awards

following our win in the category in 2024. ...

20 February 2025

From Vision to Legacy

How AI Helps First-Gen Shape Next-Gen Wealth...

20 November 2024

Opal Alternative Investing Summit 2024

Lumenai To Talk About AI-Powered Investing At The Opal Alternative Investing Summit, Dana Point, CA, December ...

29 October 2024

Finalist for the 2024 CIO Innovation Awards

Lumenai is nominated as Best Multi-Asset Solution for the 2024 CIO Innovation Awards...

22 October 2024

A Paradigm Shift:  The AI-Driven Outsourced  Investment Office (OCIO)

Empowering Professional  Investors with AI-Driven Investment Strategies...

3 October 2024

CASE STUDY: AI for Tax Loss  Harvesting on Steroids

Want to cut capital gains taxes? Lumenai AI can systematically offset them and still keep desired portfolio ch...

1 July 2024

Gideon Strategic Partners engages Lumenai

Gideon Strategic Partners, a premier wealth management firm, has engaged Lumenai to manage quantitative AI-dri...

27 June 2024

Opal Family Office & Private Wealth Management Forum 2024

July 22-24, 2024: Artificial Intelligence: What Does the Future Hold for A.I. and Quantum Computing?...

18 June 2024

Second year in a row! #AIFinTech100

Lumenai is named to FinTech Global’s AIFinTech 100 list for the second consecutive year....

3 June 2024

Wealth Management 2030

Want to know the secrets to competing and growing as an RIA in 2030?...

3 April 2024

Two Years In A Row! #WealthTech100

Lumenai has been named to the prestigious #WealthTech100 list again!...

1 November 2023

CASE STUDY: Using AI To Manage Your Corporate 401K Plan

How is the integration of advanced AI reshaping the realm of Corporate 401K Plans? Lumenai synergizes traditio...

1 November 2023

CASE STUDY: Using AI to Generate Income From Options

The Power of Options in Enhancing Portfolios: Our latest research shows the integration of quantitative option...

17 August 2023

FAMILY BUSINESS Audio-Cast

John Bailey takes the virtual stage at the FAMILY BUSINESS Audio-Cast...

13 July 2023

Lumenai hosts an Investor Breakfast in Greenwich on AI Investing

By invitation only....

12 July 2023

Man vs. Machine

Our latest presentation on AI Investing...

11 July 2023

Lumenai hosts an Investor Dinner in Newport on AI Investing

By invitation only....

10 July 2023

Lumenai to speak at Opal on "Man vs. Machine: How AI can remake the Investment Landscape"

We dive into the captivating debate of "Man versus Machine: How the AI Revolution is Reshaping the Investment ...

22 June 2023

AI and the Art and Science of Asset Allocation

Harnessing the power of artificial intelligence and data science has become increasingly important in today's ...

20 June 2023

Lumenai named to AIFinTech100

The #AIFINTech100 list showcases the most innovative companies worldwide that leverage AI and machine learning...

16 May 2023

Designing a Hyper-Custom "Low Volatility" Strategy with AI

Building portfolios that adhere to specific investor goals and risk criteria can be arduous and time-consuming...

22 April 2023

ESG 2023: Greenwashing or Source of Alpha?

When entering the world of ESG, we can fall into an abyss of terminology, extreme currents of thought, emergin...

3 April 2023

Lumenai Named in 2023 WealthTech 100 List for AI Investment Service

The WealthTech100 list for 2023 highlights the leading solutions helping investment firms, banks, and financia...

16 March 2023

The Benefits of Using AI to Manage Investment Portfolios

Artificial intelligence (AI) has transformed many industries, including finance. One area where AI is making ...