AI training and consulting for finance firms.
Lumiwealth teaches banks, lenders, property managers and investment firms to use AI on their real work. In your office, one person at a time.
2019
Teaching finance and AI since
14,000+
People trained
$3B+
Processed by software our founder built at a real estate lender
2,000+
GitHub stars on Lumibot, our open source framework
What we do
Your people already have AI on their desktops. Most of them use it to write emails. We show them how to use it on the work that eats their week.
Training
Live, in your office, on your people's real work. A session for the whole department, then an hour at the desk with each person whose week changes. This is most of what we do.
Consulting
When a team needs someone to map the work, pick the first three things to automate, and write the plan the department can actually follow.
Custom builds
When the right answer is a small tool nobody sells. We build it with your team so they can run it without us.
Built for firms where the work is finance and the tools are old.
Property management
Head office absorbing every building the parent company buys. Requests arriving by portal, email and phone. Coordinators triaging between residents, superintendents and vendors. Work orders closed before the work is confirmed.
Real estate lending
Deal packages that arrive as PDFs and get retyped. Underwriting notes written from scratch every time. Covenant checks done by hand from borrower statements.
Banking and M&A
Commercial and investment teams buried in memos, KYC files, pitch books and diligence trackers. The people who know the work best have the least time to learn a tool.
Family offices, asset managers, advisors
Manager updates, capital calls, quarterly letters, client notes and compliance-safe follow-ups. A small back office doing the work of a large one.
How a program runs
- 1
Everyone in one room
A boardroom hour for the whole department. What AI does in your kind of firm right now, what it does not, and how to use it without sending client data somewhere it should not go.
- 2
One person at a time
An hour at the desk with each of the people whose week actually changes. We watch the real work, build the first automation together, and leave them with something they use the next morning.
- 3
Written down
Every workflow we built, in a playbook that survives staff turnover. Prompts, steps, what to check before trusting the output.
- 4
Back on day 30
Where most training dies. We return, see what stuck and what broke, and fix it. Teams that skip this lose about half the gains.
Two ways to start.
Both are fixed price and both start with one call. You get the number in writing within two business days, before you commit to anything.
Start here
The AI Workday Review
Half a day on site
We spend half a day inside your office with five or six people while they do their real work. Then we write it up.
You keep a short report: the three things worth automating first, what each is worth in hours, and what to do in the next 30 days. Yours whether or not you hire us again.
Then, if it fits
The Department Program
Two weeks
One session for the whole department. Then an hour at the desk with each of the people whose week actually changes.
A written playbook of everything built, and a check-in on day 30 to fix what broke. Scoped to the size of your team.
Led by
Rob Grzesik, founder and CEO
Rob has spent his career inside finance companies, not selling to them from outside. Every Lumiwealth engagement is designed by him and the first session is always his.
- Started coding at 10. First software company at 15.
- Master of Finance, Schulich School of Business
- Built and sold a software company, took another public
- VP Fintech at Greystone: $3 billion in commercial mortgages
- Employee 5 at Voyager Digital, $1 billion valuation
- Founded Lumiwealth in 2019, teaching finance and AI ever since
- CEO of Lumiwealth: BotSpot and Lumibot
Thirty minutes. We will tell you if it fits.
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