FORMER FORTUNE 500 CIOs • OPERATOR-LED ADVISORY

Technology Decisions Have Never Carried More Consequence.

Independent advice from former Fortune 500 CIOs helping executives, investors, and operating teams navigate transformation, AI adoption, modernization, and growth.

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Who We Help

Executive leaders facing complex technology, transformation, and AI decisions.

Private Equity Firms

Technology diligence, AI risk assessment, portfolio value creation, and post-acquisition integration support.

Portfolio Companies

Transformation leadership, operating model modernization, and strategic technology guidance.

Mid-Market Companies

Independent executive advisory for modernization, AI strategy, cybersecurity, and digital transformation.

Common Situations We Help Solve

Your Transformation Has Stalled

Technology investments are increasing, but business outcomes are not.

AI Adoption Lacks Governance

The technology is moving faster than your decision-making framework.

You Need CIO Leadership Without Hiring A CIO

Experienced executive guidance without full-time executive overhead.

An Acquisition Is Approaching

Identify technology risks before they become expensive surprises.

Technology Costs Keep Rising

Align spending with business priorities and measurable outcomes.

Execution Is Slower Than Strategy

Remove operating model bottlenecks and accelerate delivery.

Matt Rider, Co-Founder of Lumerai Advisors and former CIO of Wells Fargo Home Lending
Matt Rider - Financial Services & Banking Transformation
Jeff Chenevey, Co-Founder of Lumerai Advisors and Operating Partner specializing in enterprise transformation and technology value creation
Jeff Chenevey - Manufacturing, Consumer Goods, Retail, Federal
Dion Rooney - Retail, Manufacturing & Digital Commerce
Dion Rooney - Retail, Manufacturing & Digital Commerce
Coy Wright, Co-Founder of Lumerai Advisors
Coy Wright - Energy, Utilities & Cybersecurity Leadership
Rob Purks, Co-Founder of Lumerai Advisors and former Chief Information Officer
Rob Purks - Telecommunications, M&A & Enterprise Modernization

Experience From Top Organizations

Lumerai Advisors is an operator-led advisory firm founded by former CIOs and senior technology executives who have led transformations, modernization programs, acquisitions, and technology organizations at companies including Wells Fargo, JPMorgan Chase, Citizens Financial Group, Franklin American Mortgage, Oracle, HP, and UPS.

Why Lumerai

Not consultants. Operators.

Cross-Industry Intelligence

Proven patterns drawn from global leadership across energy, financial services, manufacturing, retail, telecommunications, and technology — applied to your specific context.

CXO-Level Expertise on Every Engagement

Every Lumerai engagement is led by a former Fortune 500 CIO or CTO — not junior consultants. You get the executive, not the delegate.

True Independence

No vendor ties. No delivery arm pushing self-serving solutions. Our only alignment is with your outcomes — making us a trusted peer-mentor rather than a transactional consultant.

Speed & Practicality

We deliver clear and actionable strategy in weeks, not months. Our team has navigated these exact high-pressure situations before and knows what to cut, what to keep, and what to do first.

Featured Insights

Practical perspectives on technology leadership, AI, operating models, and transformation.

Lumerai Article Header Conflicted Advice 1

The True Costs of Conflicted Technology Advice

Jeff Chenevey, why tariffs are quietly accelerating ai revolution

The Efficiency Hedge: Why Tariffs are Quietly Accelerating the AI Revolution

Rob Purks, AI Is Turning Technical Debt Into Strategic

AI Is Turning Technical Debt Into Strategic Debt

Frequently Asked Questions

Questions executives, investors, and operating teams often ask before engaging Lumerai Advisors.

What does Lumerai Advisors do?

Lumerai Advisors provides operator-led technology, AI, transformation, and executive advisory services for private equity firms, portfolio companies, and mid-market organizations.

We work with private equity firms, portfolio executives, CEOs, CIOs, COOs, boards, and mid-market leadership teams facing complex technology or transformation decisions.

Lumerai is led by former CIOs and senior operators who have personally led transformations, integrations, modernization programs, and technology organizations.

Companies typically engage us when technology decisions carry strategic, operational, financial, or risk consequences and independent executive judgment is needed.

Yes. Lumerai provides fractional CIO, CTO, and senior technology advisory support for organizations that need experienced leadership without a full-time executive hire.

Yes. We help organizations assess AI readiness, establish governance, prioritize use cases, manage risk, and align AI adoption with business outcomes.