Lumus.ai
- Company typePrivate
- Founded2020
- HeadquartersBoca Raton, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
Lumus.ai firmographics
Firmographics- Name
- Lumus.ai
- Legal name
- Lumus AI, Inc.
- Website
- https://lumus.ai
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Lumus.ai industry classification
Industry- Product category
- Investor Relations & Capital Markets Analytics Software
- NAICS
- Computer Systems Design Services (541512), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370), Investment Advice (6282)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
Keywords
Where Lumus.ai is headquartered
LocationHeadquarters
- HQ city
- Boca Raton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Lumus.ai business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Terminal1 SaaS Platform: Subscription-based SaaS platform providing shareholder analytics, IR page hosting, and traffic analytics to public companies. Revenue generated through recurring platform subscriptions.
- SendQ SMS Services: Financial SMS messaging platform serving internal subsidiaries and external clients. Revenue from SMS campaign delivery services to financial messaging customers.
- BullishBear Newsletter: Financial newsletter reaching readers across email, SMS, and YouTube. Delivers weekly market recaps and in-depth interviews. May generate revenue through subscriptions or advertising.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Lumus.ai product offering
Product offeringCore offering
Lumus.ai operates Terminal1, a SaaS platform that aggregates and analyzes shareholder data, hosts investor relations pages, and provides traffic analytics to help public companies understand and grow their shareholder base. The company complements Terminal1 with SendQ, a purpose-built compliant financial SMS messaging platform, and BullishBear, a financial newsletter delivered via email, SMS, and YouTube. Through a network of specialized subsidiaries, Lumus.ai gathers first-party data across market verticals and correlates insights to deliver actionable intelligence to public companies, IR firms, and marketing agencies.
Product overview
Lumus.ai offers a platform-plus-products architecture centered on Terminal1, a flagship SaaS dashboard for public companies that evolved from the original IR Datalab product. Terminal1 provides shareholder analytics, IR page hosting, and traffic analytics. Completing the portfolio, SendQ is a purpose-built financial SMS messaging solution that powers campaigns for the company's subsidiaries and external clients, while BullishBear is a financial newsletter brand delivering market content across email, SMS, and YouTube. The products share infrastructure and data capabilities, with SendQ originally developed to support Terminal1's investor communication needs.
Differentiator
Problem solved
Functional benefit
Brands
- Terminal1: Flagship SaaS platform designed as a centralized dashboard for public companies, providing shareholder analytics, investor relations pages, and traffic analytics to track investor engagement.
- SendQ
- BullishBear
Products and services
- Terminal1 Flagship SaaS platform serving as a centralized dashboard for public companies. Aggregates and analyzes shareholder data to reveal trends such as growth in shareholder counts and changes in positions over time, powers investor relations (IR) pages, and provides deep traffic analytics to track investor engagement across multiple sources, presenting a complete picture of company growth over time for management, IR firms, and marketing agencies.
- SendQ Purpose-built financial SMS messaging platform designed for compliant, high-deliverability financial communications. Powers SMS campaigns for two Lumus AI subsidiaries and an expanding roster of external clients, delivering financial messages with speed, accuracy, and confidence for investor outreach.
- BullishBear Financial newsletter delivering weekly market recaps, in-depth interviews with company leaders, and fresh coverage of trends shaping the markets to a broad investing audience across email, SMS, and YouTube channels.
Companies that use Lumus.ai
Customer profileSegments3 records
Ideal customer profiles3 records
Lumus.ai technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature4 records
Lumus.ai partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Lumus.ai competitors and assessment
Company assessmentDirect peers
- Equilar: Data and analytics platform serving public-company boards, IR teams, and governance professionals with shareholder, executive compensation, and board intelligence — overlapping analytics use cases with Terminal1.
- Q4 Inc. Public-company IR software platform providing shareholder analytics, IR websites, and investor engagement tools — directly comparable to Lumus.ai's Terminal1 product offering to the same public-company buyer.
- Nasdaq IR Insight: Nasdaq-owned IR intelligence platform (formerly Shareholder.com) offering shareholder analytics and IR workflow tools to listed companies — directly competes with Terminal1 for the same enterprise IR buyer.
- Workiva: Cloud platform for SEC reporting, ESG, and IR — overlaps with Terminal1's IR page hosting and analytics for public companies and competes for similar procurement budgets.
- Notified (formerly PR Newswire / Ipreo): Provides IR communications, regulatory disclosure, and shareholder analytics platforms to public companies — directly comparable to Terminal1's IR workflow and SendQ-style messaging capabilities.
- Irwin (TMX Group): IR and shareholder engagement platform built for small-cap and mid-cap public companies — directly comparable in target market and core IR analytics use cases.
Broad incumbents
- S&P Capital IQ Pro: Broad financial data and analytics platform including ownership, fundamentals, and transaction data used heavily by IR and capital markets teams — broader portfolio but functionally overlaps with Terminal1's shareholder analytics.
- Bloomberg Terminal: Incumbent data and analytics platform used by public-company IR and capital markets teams for ownership, pricing, and market intelligence — overlaps with Terminal1's analytics but addresses a far broader workflow.
Emerging players
- AlphaSense: AI-driven market intelligence and document search platform widely adopted by public-company IR, strategy, and corporate development teams — competes for the same AI-for-capital-markets budget as Terminal1.
- WhaleWisdom: Niche analytics platform tracking institutional 13F holdings and shareholder trends — adjacent offering that overlaps with Terminal1's shareholder-position-change analytics for a smaller, more retail-investor audience.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks7 records
Key highlights6 records
Customer concentration
Lumus.ai financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lumus.ai leadership team
Management profileNumber of profiles
Profiles7 records
Lumus.ai subsidiaries and ownership
Company hierarchySubsidiaries5 records
Lumus.ai funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lumus.ai M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lumus.ai
What does Lumus.ai do?
Lumus.ai operates Terminal1, a SaaS platform that aggregates and analyzes shareholder data, hosts investor relations pages, and provides traffic analytics to help public companies understand and grow their shareholder base. The company complements Terminal1 with SendQ, a purpose-built compliant financial SMS messaging platform, and BullishBear, a financial newsletter delivered via email, SMS, and YouTube. Through a network of specialized subsidiaries, Lumus.ai gathers first-party data across market verticals and correlates insights to deliver actionable intelligence to public companies, IR firms, and marketing agencies.
Is Lumus.ai a public or private company?
Lumus.ai is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Lumus.ai founded?
Lumus.ai was founded in 2020. It employs 1 to 10 people.
Where is Lumus.ai based?
Lumus.ai is headquartered in Boca Raton, United States, in the North America region.
How does Lumus.ai make money?
Three revenue lines are on record. Terminal1 SaaS Platform is the primary driver. The others are sendQ SMS Services and bullishBear Newsletter.
Who are Lumus.ai's main competitors?
Direct peers on record are Equilar, Q4 Inc., Nasdaq IR Insight, Workiva, Notified (formerly PR Newswire / Ipreo) and Irwin (TMX Group). Broad incumbents are S&P Capital IQ Pro and Bloomberg Terminal. Emerging players are AlphaSense and WhaleWisdom.
Does Lumus.ai have an API?
No public API is recorded for Lumus.ai.
What industry is Lumus.ai in?
Lumus.ai's product category is Investor Relations & Capital Markets Analytics Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites. Its NAICS code is 541512 and its SIC code is 7373.