Tax

Introducing LighHouse TLH

LightHouse team understands the importance of tax planning, and we are leveraging our quantitative expertise to help bring your tax loss harvesting strategy to another level.

Tax

Introducing LighHouse TLH

LightHouse team understands the importance of tax planning, and we are leveraging our quantitative expertise to help bring your tax loss harvesting strategy to another level.

Tax

Introducing LighHouse TLH

LightHouse team understands the importance of tax planning, and we are leveraging our quantitative expertise to help bring your tax loss harvesting strategy to another level.

Tax-Loss Harvesting

NEW

Automated tax-loss harvesting that captures losses and reinvests them for long-term compounding growth.

Annualized Return

16.6%

Yearly Harvesting

8.9%

Min. Investment

$50K

Still leaving tax savings on the table?

If you simply invested $500,000 in SPY ETF, you could be losing up to $16,500 annually in harvestable tax losses. We help you capture that value and reinvest it for long-term growth.

Tax Savings Boost Compounded Growth

No Tax-loss Harvest
Reinvested Tax-loss Harvest

Automated Workflow

Elevate "buy & hold" to "harvest & reinvest", turning market volatility into your tax asset.

💰

Systematic Harvesting

Our algorithm monitors your portfolio real-time, selling stocks at a loss to offset capital gains, while immediately buying correlated assets to maintain market exposure.

📈

Compounded Growth

Tax savings aren't just one-time wins. By reinvesting the tax alpha back into the market, your portfolio could benefit from powerful long-term compounding effects.

⚙️

Personalized Setup

We will exclude any stocks you don't want us to trade. Just tell us your preference during onboarding. It will be customized to your needs.

Why LightHouse?

A new standard for tax-efficient investing.

LightHouseRobo-AdvisorsHedge Funds
Annual Harvest8.9%1.5-3.0%5-15%
Minimum$50K$5K-$100K$500K+
Fees0.25%0.1-0.5%2%/20%
LeverageNone ✓SomeYes

Superior Long-term Growth

Backtest 2015-2025 · $1M Initial

Our backtest demonstrates the significant "tax alpha" generated over a decade of various market cycles.

LightHouse TLH

$5.4M

SPY Benchmark

$4.0M

Meet The Cofounders

We are a group of quantitative researchers and engineers from top-tier hedge funds and tech giants. LightHouse is founded with a mission to dismantle access barriers for the mass market with our top-tier infrastructures and high-Sharpe-ratio strategies.

EZ
Estelle ZhangCEO & CO-FOUNDER

CMU alumni. Ex-Two Sigma, Quantlab quantitative trader managing strategies with book size up to $500M AUM.

ZS
Zuwei SunCTO & CO-FOUNDER

CMU alumni. Ex-Google engineer. Product director of Singapore wealth-tech startup achieving $1B AUM.

KL
Kelin LiPARTNER

CMU alumni. Former quant trader at Macquarie Group with 10+ years investing experience.

smarter strategies, easy access.

Quantitative precision. Active algorithms. Your wealth potential, now optimized.

100+

Be an early adopter

smarter strategies, easy access.

Quantitative precision. Active algorithms. Your wealth potential, now optimized.

100+

Be an early adopter

© 2025 LightHouse Wealth Partners, Inc. All rights reserved.

Built In NYC with ❤️

© 2025 LightHouse Wealth Partners, Inc. All rights reserved.

Built In NYC with ❤️

© 2025 LightHouse Wealth Partners, Inc. All rights reserved.

Built In NYC with ❤️

smarter strategies, easy access.

Quantitative precision. Active algorithms. Your wealth potential, now optimized.

100+

Be an early adopter

smarter strategies, easy access.

Quantitative precision. Active algorithms. Your wealth potential, now optimized.

100+

Be an early adopter