We have taught finance and AI since 2019. Now we bring it into your firm.
Lumiwealth started as a school. For seven years it has taught people who work with money, from analysts to portfolio managers, to use code and AI on their own work. More than 14,000 people have come through.
The B2B practice takes that same teaching to the firms those people work for. Banks, lenders, property managers, family offices and advisors. In your office, on your systems, one person at a time.
How we got here
- 2019
Lumiwealth starts teaching people in finance to automate their work. First cohorts run live.
- 2020
Lumibot released as open source. It becomes one of the most used trading frameworks on GitHub, with more than 2,000 stars.
- 2023
More than 14,000 people have now trained with Lumiwealth.
- 2024
BotSpot launches: an AI platform for individual investors, built on everything the courses taught.
- 2026
Lumiwealth brings the same teaching to firms. AI training and consulting for banks, lenders, property managers and investment companies.
Founder and CEO
Rob Grzesik
Rob has spent 25 years building software, 15 of them inside finance companies. He has run fintech at a commercial real estate lender, built brokerage infrastructure, hired and managed more than 100 developers, and taught 14,000 people. He designs every Lumiwealth engagement and leads the first session himself.
- Started coding at 10
- First software company at 15.
- Master of Finance
- Schulich School of Business, York University.
- Built and sold a software company
- And took another public.
- VP Fintech, Greystone
- A commercial real estate lender. His team's software processed $3 billion in mortgages.
- Employee 5, Voyager Digital
- Software technical lead. Built the core brokerage infrastructure and grew the engineering team. Peak valuation $1 billion.
- CEO, Lumiwealth
- Founded in 2019. BotSpot, Lumibot, and 14,000 students since.
Also from Lumiwealth
For individual investors, Lumiwealth runs BotSpot, an AI trading platform, and the AI Trading Bootcamp. Those are separate from the work on this site. If you are an individual rather than a firm, start there.