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Lumen: Illuminating Your Financial Future

Lumen

Illuminating Your Financial Future

Lumen

The Problem

73% of people struggle to understand their financial health and make informed decisions about their money.

Complex investment options overwhelm everyday users

Traditional banks provide limited financial insights

Young professionals lack accessible wealth-building tools

Financial planning feels intimidating and expensive

The Problem

The Solution

Lumen makes personal finance transparent and actionable through AI-powered insights and intuitive design.

Real-time spending analysis with smart categorization

Personalized investment recommendations based on goals

Automated savings plans that adapt to your lifestyle

Plain-English explanations of financial concepts

Our AI assistant learns your financial patterns and provides guidance that feels like having a personal financial advisor in your pocket.

The Solution

Early Traction

12K Beta Users in 3 months

4.8 App Store Rating 250+ reviews

$2.3M Assets Under Management average $190 per user

89% Monthly Active Users strong retention

Users report 3x improvement in financial confidence and save an average of $400 more per month after 90 days.

Early Traction

The Ask

We're raising $2M Series A to scale our platform and expand to 100K users by Q4 2025.

Product development and AI model improvements

Marketing and user acquisition

Regulatory compliance and partnerships

Team expansion (engineering and design)

Join us in democratizing financial wellness for the next generation of savers and investors.

Contact: [email protected]

The Ask
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