Luma Financial Technologies

Luma Financial Technologies provides a cutting-edge fintech software platform for institutional and retail investors. Its platform allows for efficient research, purchase, and management of alternative investments and annuities, offering a fully customizable, independent buy-side technology solution. Luma prioritizes transparency and ease of use, providing a multi-issuer, multi-wholesaler, and multi-product option for advisors.

Funding Round: Series C

Funding Amount: $63M

Date: 16-Apr-2025

Investors: Sixth Street Growth, Bank of America, Morgan Stanley, UBS, TD Bank Group

Markets: Fintech, Banking, Financial Services, Retail

HQ: Cincinnati, Ohio, United States

Founded: 2018

Website: https://www.lumafintech.com/

LinkedIn: https://www.linkedin.com/company/lumafintech

Twitter: https://twitter.com/lumafintech

Instagram:

Facebook: https://www.facebook.com/lumafintech