About Luma Financial Technologies
Luma Financial Technologies is a company based in Cincinnati (United States) founded in 2018. Luma Financial Technologies has raised $70.03 million across 2 funding rounds from investors including UBS, Bank of America and Morgan Stanley. Luma Financial Technologies offers products and services including Learning Center, Product Marketplace, Creation Hub, and Lifecycle Manager. Luma Financial Technologies operates in a competitive market with competitors including Appital, Covalent Capital, SageTrader, Integrated Trade Processing and X Series PRO, among others.
- Headquarter Cincinnati, United States
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Luma Financial Technologies, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$70.03 M (USD)
in 2 rounds
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Latest Funding Round
$63 M (USD), Series C
Apr 10, 2025
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Investors
UBS
& 4 more
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Employee Count
Not available
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Products & Services of Luma Financial Technologies
Luma Financial Technologies offers a comprehensive portfolio of products and services, including Learning Center, Product Marketplace, Creation Hub, and Lifecycle Manager.
Offers digital training for investment knowledge and compliance mandates.
Enables selection and comparison of investment options for efficiency.
Facilitates designing and pricing custom investment solutions quickly.
Monitors transactions and provides automated notifications for events.
People of Luma Financial Technologies
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Funding Insights of Luma Financial Technologies
Luma Financial Technologies has successfully raised a total of $70.03M across 2 strategic funding rounds. The most recent funding activity was a Series C round of $63 million completed in April 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Luma Financial Technologies
Luma Financial Technologies has secured backing from 5 investors, including venture fund and institutional investors. Prominent investors backing the company include UBS, Bank of America and Morgan Stanley.
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Private equity and debt investments are managed across multiple sectors.
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Commercial banking and asset management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Investor details for Luma Financial Technologies
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Investments & Acquisitions by Luma Financial Technologies
Investment portfolio details for Luma Financial Technologies
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Financial Statements - Luma Financial Technologies
Detailed financials for Luma Financial Technologies
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Luma Financial Technologies Comparisons
Peer comparison for Luma Financial Technologies
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Competitors of Luma Financial Technologies
Luma Financial Technologies operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Appital, Covalent Capital, SageTrader, Integrated Trade Processing and X Series PRO, among others.
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Equity capital and order management solutions for capital investors
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Order management and allocation solutions for investors, banks, and issuers
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Back-office reconciliation solutions are offered for brokers and clearing firms.
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Delivers trading technology services for financial operations.
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Provides automated software for efficient trade and order management.
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Detailed competitors of Luma Financial Technologies
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Latest news on Luma Financial Technologies
Complete news archive for Luma Financial Technologies
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Frequently Asked Questions about Luma Financial Technologies
Luma Financial Technologies was founded in 2018 and raised its 1st funding round 2 years after it was founded.
Luma Financial Technologies is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
Timothy Bonacci is the current CEO of Luma Financial Technologies.
Luma Financial Technologies is a funded company, having raised a total of $70.03M across 2 funding rounds to date.
Luma Financial Technologies was founded in 2018 and is based in Cincinnati, United States. Order management solutions are delivered to brokers, dealers, and annuity advisors within the financial technology sector. Comparison tools are offered for tracking, accessing, exporting, reporting, and managing order systems. Performance of structured products and annuities is also monitored through these services. Operations focus on streamlining workflows for financial professionals in the annuity and structured product markets.
Luma Financial Technologies's top competitors include Appital, Covalent Capital and SageTrader.
Luma Financial Technologies offers Learning Center, Product Marketplace, Creation Hub, and Lifecycle Manager.
Luma Financial Technologies has 5 investors. Key investors include UBS, Bank of America, Morgan Stanley, TD Bank, and Sixth Street.