Luma Financial Technologies Overview

  • Year Founded
  • 2018

Year Founded

  • Status
  • Private

  • Employees
  • 122

Employees

  • Latest Deal Type
  • Series C

  • Latest Deal Amount
  • $63M

  • Investors
  • 7

Luma Financial Technologies General Information

Description

Developer of a financial technology platform designed to help financial advisors learn, buy, create, and track structured products and annuities. The company's platform offers automated tracking and performance reports, management of custom structures, order-entry systems, selling resources, and learning tools, catering to both corporates and their advisors, enabling clients to manage and sell structured products efficiently.

Contact Information

Website
www.lumafintech.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 425 Walnut Street, 25th Floor
  • Suite 2410
  • Cincinnati, OH 45202
  • United States
+1 (844)
Primary Industry
Financial Software
Other Industries
Other Financial Services
Vertical(s)
SaaS, InsurTech, FinTech
Corporate Office
  • 425 Walnut Street, 25th Floor
  • Suite 2410
  • Cincinnati, OH 45202
  • United States
+1 (844)

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Luma Financial Technologies Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Later Stage VC (Series C) 16-Apr-2025 $63M Completed Generating Revenue
3. Early Stage VC 20-Dec-2021 Completed Generating Revenue
2. Early Stage VC 13-May-2020 $7.03M $7.03M Completed Generating Revenue
1. Joint Venture 31-Jul-2018 Completed Startup
To view Luma Financial Technologies’s complete valuation and funding history, request access »

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Luma Financial Technologies Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial technology platform designed to help financial advisors learn, buy, create, and track structure
Financial Software
Cincinnati, OH
122 As of 2026

Johns Creek, GA
 

Wayne, PA
 
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Luma Financial Technologies Competitors (11)

One of Luma Financial Technologies’s 11 competitors is Ebix, a Corporate Backed or Acquired company based in Johns Creek, GA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Ebix Corporate Backed or Acquired Johns Creek, GA
iPipeline Formerly PE-Backed Wayne, PA
Wealthfront Formerly VC-backed Palo Alto, CA
FIDx Venture Capital-Backed Berwyn, PA
d1g1t Venture Capital-Backed Toronto, Canada
You’re viewing 5 of 11 competitors. Get the full list »

Luma Financial Technologies Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

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Luma Financial Technologies Investors (7)

Investor Name Investor Type Holding Investor Since Participating Rounds
Bank of America Investment Bank Minority
Sixth Street Partners Growth/Expansion Minority
TD Bank Corporation Minority
UBS Group Asset Manager Minority
BofA Securities Investment Bank Minority
You’re viewing 5 of 7 investors. Get the full list »

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Luma Financial Technologies FAQs

  • When was Luma Financial Technologies founded?

    Luma Financial Technologies was founded in 2018.

  • Where is Luma Financial Technologies headquartered?

    Luma Financial Technologies is headquartered in Cincinnati, OH.

  • What is the size of Luma Financial Technologies?

    Luma Financial Technologies has 122 total employees.

  • What industry is Luma Financial Technologies in?

    Luma Financial Technologies’s primary industry is Financial Software.

  • Is Luma Financial Technologies a private or public company?

    Luma Financial Technologies is a Private company.

  • What is Luma Financial Technologies’s current revenue?

    The current revenue for Luma Financial Technologies is .

  • How much funding has Luma Financial Technologies raised over time?

    Luma Financial Technologies has raised $100M.

  • Who are Luma Financial Technologies’s investors?

    Bank of America, Sixth Street Partners, TD Bank, UBS Group, and BofA Securities are 5 of 7 investors who have invested in Luma Financial Technologies.

  • Who are Luma Financial Technologies’s competitors?

    Ebix, iPipeline, Wealthfront, FIDx, and d1g1t are some of the 11 competitors of Luma Financial Technologies.

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