AI-Powered Wealth Management

Your wealth,
brilliantly
managed.

Lumen brings institutional-grade investment intelligence to everyone. AI-driven portfolio management, real-time analytics, and personalized guidance- all in one elegant app.

Everything you need to grow your wealth

Lumen combines cutting-edge AI with deep financial expertise to give every investor an unfair advantage.

AI Portfolio Management

Adaptive investment strategies powered by machine learning that evolve with markets and your personal goals.

Real-Time Analytics

Live market data and portfolio performance metrics, beautifully visualized and available at your fingertips.

Wealth Protection

Intelligent risk assessment and diversification tools designed to protect your assets while maximizing returns.

Goal Planning

Set financial milestones- retirement, property, education- and let Lumen map the clearest path to each.

Global Markets

Access stocks, ETFs, bonds, and alternative assets across global markets from one unified platform.

Bank-Grade Security

End-to-end encryption and full regulatory compliance. Your financial data is always protected.

Three steps to financial clarity

From sign-up to your first optimized portfolio in minutes.

01

Create your profile

Share your financial goals, investment horizon, and risk tolerance. Lumen builds your strategy from day one.

02

Connect your accounts

Securely link your existing financial accounts for a complete, unified view of your wealth.

03

Watch your wealth grow

Lumen's AI continuously monitors markets, rebalances your portfolio, and surfaces new opportunities.

Wealth management, reimagined

An interface built for clarity- where complex financial data becomes beautiful, actionable insight.

Finance Advisor
Helyus AI · Pro
HELYUS
Your current monthly net is positive at CHF 1,240, but your wealth velocity has stalled. How can we optimize today?
23:45
S
HELYUS
Total Net Worth
CHF10'920.96
CHF 4.5924H CHANGE
Safe to Spend
3'924
CHF · 30-day
Runway
4'353
days · 98% margin
Wealth VelocitySTALLED
CHF 0.00/day
TARGET 20K
90-day avg trend54% to goal
Spending Dynamics SEE ALL →
Groceries
CHF 72
Transport
CHF 45
Dining
CHF 58
Subscriptions
CHF 22
Helyus · Insight
Your runway is exceptional. Consider moving CHF 500 into savings goals- momentum is what's stalling your wealth velocity.
HOME
LEDGER
WEALTH
BUDGET
INSIGHTS
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01

Institutional Grade

The same investment intelligence used by hedge funds and family offices, now accessible to every investor.

02

Regulated & Secure

Fully regulated, compliant, and built with bank-grade encryption protecting every transaction and data point.

03

Human + AI

Powerful AI insights backed by a team of experienced wealth advisors. The best of both worlds, always working for you.

Begin your wealth journey.

Join thousands of investors who have already discovered a smarter, more elegant way to grow their wealth.

Free to download. No credit card required.