AI advisory for scaling founders

Your data owes you money.

Built on 15 years of institutional AI that moved real capital — now deployed in your business in weeks.

$10M+Revenue unlocked
30%Avg. cost reduction
2–4 wksTime to first results
Discover What Stage Your Data Is At — Free → Book a Strategy Session

Sound familiar?

You're not data-poor.
You're insight-poor.

You ran the AI pilot.
It looked great. Nothing changed.

You paid for a roadmap.
You needed a driver.

That changes when the right strategy meets the right data.

What we do

End-to-End AI Advisory

Agentic AI

Deploy autonomous AI agents that act, adapt, and deliver measurable business outcomes.

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Data & AI Strategy

Identify your highest-impact opportunities and build a concrete, sequenced roadmap you can execute.

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Business Intelligence & AI

Turn your data into decisions. Replace dashboards with intelligence that surfaces what matters.

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Data & AI Training

Build your team's AI literacy with programs tailored to your tools, your data, and your team.

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Business use cases

Where AI moves the needle for growing businesses

The highest-impact applications — the ones that save real time, surface real insights, and drive real revenue.

AI Agents & Co-pilots

Automate repetitive decisions and surface daily intelligence across your entire platform stack.

Customer Insights & Retention

Identify churn risk, segment your audience, and personalise outreach based on real behaviour.

Revenue Intelligence

Surface the revenue hiding in your existing data before it stays invisible another quarter.

Workflow Automation

Eliminate manual tasks across ops, marketing, and customer support — at scale.

Predictive Analytics

Forecast demand, flag anomalies, and model revenue scenarios before they become crises.

Cross-Platform Intelligence

Connect your entire stack into a single daily brief — replacing hours of dashboard checking.

How we work

How we get from where you are to where you want to be

A clear four-step process designed to move fast without cutting corners.

01

Discovery

We learn your business, your data, and your goals before we ask a single question. Every engagement starts with your Scorecard results — so we arrive informed.

02

Strategy

Your highest-impact AI opportunities, ranked by revenue potential and feasibility. A 90-day roadmap you can actually execute.

03

Implementation

We build it. Your team doesn't need to become AI experts. We fit the systems to how they already work.

04

Compound

AI isn't set-and-forget — it compounds. Every data point makes the system smarter. The advantage builds over time.

Selina Wang, Founder of Lumio Advisory Group
CFA Charterholder
MSc AI & Management — Queen's University
Canada's largest financial services institution
About

Selina Wang

Founder & Principal Advisor, Lumio Advisory Group

I spent 15 years inside one of Canada's largest financial institutions building AI that had to perform — not in a demo, but in live markets, with real capital and real clients. I led the team that built an award-winning AI algorithmic trading platform, then moved into AI advisory where our work drove $50M+ in annual revenue impact. I bring that same institutional rigour to every founder I work with — and I keep my client list small on purpose.

MSc AI & Management — Queen's University
CFA Charterholder
15 years, Canada's largest financial institution
Institutional AI track record
Client results

What clients say about us

★★★★★
"Before working with Lumio, I was checking five dashboards every morning and still felt like I had no idea what was really happening in my business. Within two weeks, we had daily AI-powered intelligence arriving in Slack — and an untapped revenue opportunity sitting right in our data that nobody had ever seen. The ROI on this engagement was immediate and undeniable."
Mike Ye
Founder, Project Life
Mike Ye, Founder of Project Life
Mike Ye
Founder, Project Life
How we help

Two ways to work together

Every engagement starts with a conversation. The right track depends on where you are and what you actually need.

Strategy Track

Clarity first, build when ready.

Advisory only — for founders who have technical resources

We diagnose your data and AI landscape, identify your highest-impact opportunities, and deliver a prioritised roadmap you can execute. You get the strategic clarity. Your team (or a technical partner) handles the build.

What's included
  • AI Readiness Scorecard
  • Strategy Session
  • Full data and workflow audit
  • Opportunity mapping and prioritisation
  • 90-day AI roadmap with ROI estimates
  • Written action plan
Start with a Strategy Session →
Strategy + Build Track

Strategy, implementation, and everything after.

Advisory and implementation — end-to-end

The most common reason AI fails isn't bad technology — it's building the right thing in isolation. Strategy + Build means we stay involved from first insight to working system: the strategy, the build, the adoption, and the ongoing optimisation as your AI operating partner.

"Most founders don't need more AI ideas. They need someone to build the right ones — and make them stick."
What's included
  • Everything in the Strategy Track
  • Workflow mapping and redesign
  • Custom AI solutions and agents built for your stack
  • Team training and adoption support
  • Governance and documentation
  • Ongoing optimisation as your AI operating partner
Let's talk about your build →

Things people ask before reaching out

Do I need to be technical to work with you?

Not at all. Our job is to translate between what AI can do and what your business actually needs. You bring the business knowledge — 15 years of building AI inside complex organisations means we handle the technical side completely. You just need to show up with an open mind.

How is this different from just using ChatGPT or buying an AI tool?

ChatGPT is a tool. Knowing which tools are worth using, where they fit in your specific workflows, how to build systems around them, and how to get your team to adopt them — that's the work. The tool is about five percent of the problem. The other 95% is strategy, implementation, and change management.

What kinds of businesses do you work with?

Small and mid-sized businesses with a data-generating business model — typically doing $1M–$15M in revenue with a team of 2–20 people. The specifics of the industry matter less than whether you're sitting on data you're not fully using. If your business generates data and you're not confident it's translating into revenue, we should talk.

What is the free Data Scorecard?

The Lumio Data Scorecard is a free 2-minute self-assessment that shows you which of the four data maturity stages your business is at — Collecting, Connecting, Interpreting, or Compounding — and the specific bottlenecks holding you back from the next stage. It's the fastest way to get an honest, objective picture before we talk. No email required to see your results.

What does the Strategy Session involve?

A focused 60-minute session where we review your current tools, workflows, and data — informed by your Data Scorecard results. You receive a written report identifying your top AI opportunities, ranked by impact and feasibility and specific to your business. No pitch at the end. Just an honest picture of what's possible and exactly what to build first.

How long until I see results?

Most clients see meaningful efficiency gains within the first two to four weeks of implementation. In one recent engagement, the first week identified a $780K revenue opportunity sitting undetected in the data. Full ROI on a typical engagement is usually realised within three months.

Find Out Exactly What Your Data Is Costing You

Most founders have no idea how much revenue is sitting undetected in their data. This free 2-minute scorecard tells you exactly which stage you're at — and the specific lever that will move you forward fastest.

Discover What Stage Your Data Is At — Free →

2 minutes · No email required · Instant results