Your team, fluent in AI.
Lumiwealth trains investment firms, property managers and lenders to use AI on the work that fills their day. In person, at your office, one person at a time.
2019
Teaching finance and AI since
14,000+
People trained
$3B+
Processed by loan software our founder built at a real estate lender
2,000+
GitHub stars on Lumibot, our open source framework
AI changes every few months.
The tools your team learned in January already work differently, and new features ship every few weeks.
That is why we come back every quarter to show your team what is new, instead of training once and leaving.
Imagine your team with AI.
Training
Your whole team learns the tools together. Then we sit with each person and set AI up on their own job.
See The Training Program
Your rules, checked automatically.
Say your team just sat through a training on new tenancy rules. We can turn those rules into an AI skill that checks every notice and letter before it goes out, while a person still signs off.
When the law changes, you update the skill once and the whole team is current.
Is this your team?
Property management
Coordinators buried in maintenance requests?
Requests arrive by portal, email and phone. Someone sorts each one, sends it to the right superintendent or vendor, and chases it. Work orders get closed before the job is really done, and residents are not told when it is.
How we help
We set AI up to sort every request and draft the reply, chase open work orders, and tell residents when a job is finished. Your coordinators review and approve. As the portfolio grows, the team keeps up without burning out.
Real estate lending
Still retyping deal packages?
Rent rolls, statements and appraisals arrive as PDFs and get keyed in by hand. Every credit memo starts from a blank page.
How we help: We teach your team to pull the numbers out with AI, draft the first memo, and check covenants against the statements. An analyst still reviews every number.
Family offices and asset managers
Reading more than you're deciding?
Manager updates, capital calls, quarterly letters and client notes pile up faster than a small team can read them. Hedge funds and advisors feel it too.
How we help: We set AI up to summarize, file and draft the first version, inside your compliance rules. Your team edits and sends.
Private equity
Diligence eating your weekends?
CIMs, data rooms and portfolio reports. Hours of reading before any real thinking starts.
How we help: We train deal teams to read, compare and summarize documents with AI and get to a first draft of the memo faster. Nothing leaves your approved tools.
Also banks, credit unions and M&A advisory. If your team works with money or buildings, we should talk.
Robert Grzesik, Master of Finance.
Founder and CEO, Lumiwealth
Robert holds a Master of Finance from the Schulich School of Business and has spent 15 years building technology inside finance companies: a commercial real estate lender, a brokerage, and his own firm. He has hired and led more than 100 engineers. He designs every Lumiwealth program and runs the first session himself.
- LumiwealthFounder and CEO
- GreystoneVP Fintech
- Voyager DigitalSoftware Technical Lead
- Schulich School of BusinessMaster of Finance
Let's talk about your team.
Thirty minutes. Tell us how many people, what they do all day, and what you want different in 90 days. If we are not the right fit, we will say so.
Book A Call