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
- SectorsTechnology
- Website category Finance · Insurance
- Email••••••••
- Website lumafintech.com
- Social LinkedIn X Facebook
- Legal Name Luma Financial Technologies, Llc
- Total Equity Funding$70.03M (USD)
in 2 rounds
- Latest Funding Round$63M (USD), Series C
Apr 2025
- InvestorsUBS
& 4 more
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.
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.
- Total Funding $70.03M
- Total Rounds 2
- Last Round Series C — $63M
- First Round $7.03M
(May 2020)
- Investors Count 5
All 2 funding rounds of Luma Financial Technologies with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2025 | $63M | Series C | – | Sixth Street | |
| May 2020 | $7.03M | Series A | – | – | – |
5 investors in total: 5 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity and debt investments are managed across multiple sectors. | – | sixthstreet.com | San Francisco, United States | |
Commercial banking and asset management services are offered worldwide. | 1904 | bankofamerica.com | Charlotte, United States | |
Wealth management, investment advisory, and financial services are provided. | 1935 | morganstanley.com | New York, United States | |
Financial services are provided globally by UBS for wealth management. | 1862 | ubs.com | Zurich, Switzerland | |
Financial services are offered through diverse subsidiaries. | 1955 | td.com | Portland, United States |
Investor details for Luma Financial Technologies
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Luma Financial Technologies
35 people are tracked at Luma Financial Technologies (20 in leadership, 15 in team).
| Name | Role | Group |
|---|---|---|
Timothy Bonacci | CEO & President | Leadership |
David Wood | Managing Director | Leadership |
Rafael Salvatierra | Managing Director | Leadership |
Andrew Chen | Managing Director | Leadership |
Jay Charles Luma | Managing Director | Leadership |
Brady Beals | Managing Director | Leadership |
Pablo Ortega | Managing Director | Leadership |
Hanna Sprung | Director, Americas Client Management | Leadership |
Steven Acosta | National Sales Director | Leadership |
Chris Olson | Director of Digital Marketing | Leadership |
Tara York, CFA | Director | Leadership |
Alex Weil | Director | Leadership |
Brady Beals, CFA, CAIA | Director, Investment Solutions | Leadership |
Jesse Lewis | Director, Strategic Account Executive | Leadership |
Donald Pogan | Chief Product Officer | Leadership |
Lily Howe | Executive Assistant to the CEO & Office Manager | Leadership |
Bob Jenkins | Chief Financial Officer | Leadership |
Gim Lau | Chief Operating Officer | Leadership |
Rashad Anderson | Head Of Private Bank Relations & Business Development | Leadership |
Fernando Concha Bambach | Director, Head Of Latam Sales | Leadership |
15 more people are available in the full profile.
Complete people profiles for Luma Financial Technologies
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Luma Financial Technologies
3 dated milestones of Luma Financial Technologies across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Luma Financial Technologies is founded.
- Funding First funding round of $7.0M.
- Funding Latest funding round, Series C, of $63.0M.
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| appital.io | 2020 | London, United Kingdom | $5.52M | 10 | Equity capital and order management solutions for capital investors | |
| covacap.com | 2016 | Singapore | – | – | Order management and allocation solutions for investors, banks, and issuers | |
| sagetrader.com | 2012 | San Francisco, United States | $2.1M | – | Back-office reconciliation solutions are offered for brokers and clearing firms. | |
| itpcorporation.com | 1999 | New York, United States | $9M | – | Delivers trading technology services for financial operations. | |
| xseries.io | 2019 | Phoenix, United States | – | – | Provides automated software for efficient trade and order management. | |
| newstrading.pro | 2018 | Victoria, Seychelles | – | – | Provides API-enabled software for trade order execution and management. |
Detailed competitors of Luma Financial Technologies
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Luma Financial Technologies
The website of Luma Financial Technologies (lumafintech.com) receives about 22.5K visits a month and ranks #1,179,100 among all websites worldwide, #4,698 in Insurance.
- Monthly visits22.5K
▲ 28.2% vs previous month
- Unique visitors5K
per month
- Global rank#1,179,100
among all websites
- Category rank#4,698
Finance · Insurance
- Bounce rate31%
- Pages per visit3.8
- Average visit1 min 10 sec
- DevicesDesktop 64% · Mobile 36%
Websites whose visitors overlap most with Luma Financial Technologies. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| firelighteapp.com | 100% | – | #108,881 | View details | |
lumapr.com | lumapr.com | 77% | – | #104,902 | – |
Latest news on Luma Financial Technologies
Complete news archive for Luma Financial Technologies
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Luma Financial Technologies
10 companies that operate in the same segment as Luma Financial Technologies (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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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. The company's 1st funding round was a Series A of $7.03M, raised on May 2020.
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.
Luma Financial Technologies operates through Luma Financial Technologies, Llc.