LumRisk has initiated a major strategic reset supported by a newly approved $5 million equity commitment, marking a pivotal moment in the firm’s transformation into a more scalable, AI-driven platform for Quantitative Investment Strategies and multi-asset analytics. The company has begun restructuring its legacy obligations while strengthening its balance sheet to support a renewed phase of global expansion across its core investment analytics domains.
Shareholders have approved the infusion of fresh capital, which is expected to enhance the firm’s next-generation platform, expand data and technology infrastructure, and deepen LumRisk’s capabilities across the global QIS ecosystem. The company is also implementing a new management-led ownership structure that grants its leadership team complete operational control and a majority equity stake upon completion of the process. LumRisk said the change is intended to reinforce governance and align decision-making closely with execution.
As part of the reset, Mohdi Jeroudi has been appointed Chief Executive Officer, taking on responsibility for leading LumRisk’s next stage of growth and the rollout of a significantly upgraded analytics platform, scheduled for a 2026 release. The company said the forthcoming platform will deliver improvements in data quality, analytical depth, and workflow usability, while embedding advanced AI capabilities to support navigation, transparency, and actionable investor insights.
The firm expects to provide additional updates as it finalizes the corporate reset and expands its offering ahead of the 2026 launch. The next-generation platform is being designed as a unified solution that spans the full investment lifecycle, from pre-trade analysis to post-trade evaluation, for both QIS investors and those allocating across multi-asset strategies.
KEY QUOTES
“This strategic reset marks the beginning of a new chapter for LumRisk. With a stronger balance sheet, fresh shareholder capital and full alignment between leadership and owners, we are now ready to accelerate our ambition to become a leading global platform for QIS and multi-asset analytics. Our 2026 release will introduce a next-generation platform with enhanced data quality, richer analytics, and far more intuitive workflows. It will also lay the foundation for deeper AI integration to enhance user navigation across the platform, increase transparency, sharpen risk insights and deliver more actionable value to institutional investors worldwide.”
Mohdi Jeroudi, Chief Executive Officer
“LumRisk has long been a pioneer in bringing transparency and innovation to the QIS industry. The board appoints Mohdi Jeroudi as CEO of LumRisk to lead the implementation of this important strategic initiative. The refreshed balance sheet and renewed investment capital give the company the financial strength to drive its next phase of growth, with AI placed at the very core of our entire infrastructure. By empowering the management team through the new ownership structure, we are placing the future of the company firmly in the hands of those closest to our clients and our technology”.
Arpad “Arki” Busson, Founder and Chairman
