LumaTax

Budapest, Hungary Founded: 2018 • Age: 8 yrs Acquired By Taxually
Tax and compliance management solutions are offered to businesses.
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About LumaTax

LumaTax is a company based in Budapest (Hungary) founded in 2018 by Fergal Garvey, Stefan Mladenovic, and Michael Glover was acquired by Taxually in April 2023.. LumaTax has raised $13.12 million across 4 funding rounds from investors including KPMG, Taxually and Trilogy Equity Partners. The company has 9 employees as of December 31, 2022. LumaTax offers products and services including LumaTax and CrossTax. LumaTax operates in a competitive market with competitors including Avalara, TAINA Technology, Exactera, Beppo and Arkk Solutions, among others.

  • Headquarter Budapest, Hungary
  • Employees 9 as on 31 Dec, 2022
  • Founders Fergal Garvey, Stefan Mladenovic, Michael Glover
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Lumatax
Operational Areas
Technology → Enterprise Software & Productivity Solutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $13.12 M (USD)

    in 4 rounds

  • Latest Funding Round
    $6.12 M (USD), Series B

    May 11, 2021

  • Investors
    KPMG

    & 7 more

  • Employee Count
    9

    as on Dec 31, 2022

  • Acquired by
    Taxually

    (Apr 12, 2023)

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Products & Services of LumaTax

LumaTax offers a comprehensive portfolio of products and services, including LumaTax and CrossTax. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Automates US sales tax filings and compliance for businesses.

Manages VAT solutions for global eCommerce and enterprise needs.

People of LumaTax
Headcount 10-50
Employee Profiles 3
Board Members and Advisors 2
Employee Profiles
People
Farhan Sarwar
VP, Engineering
People
Patrick Handel
Head of Product
People
Robert Schulte
Founder & CEO

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Board Members and Advisors
people
Greg Gottesman
Board Member

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Funding Insights of LumaTax

LumaTax has successfully raised a total of $13.12M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $6.12 million completed in May 2021. 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
  • Total Rounds 4
  • Last Round Series B — $6.1M
  • First Round

    (14 Sep 2016)

  • Investors Count 7
Date Amount Transaction Name Valuation Lead Investors Investors
May, 2021 Amount Series B - LumaTax Valuation Trilogy Equity Partners
Feb, 2020 Amount Series A - LumaTax Valuation KPMG
Jan, 2018 Amount Series A - LumaTax Valuation Cowboy Ventures
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in LumaTax

LumaTax has secured backing from 8 investors, including venture fund and institutional investors. Prominent investors backing the company include KPMG, Taxually and Trilogy Equity Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Early-stage venture capital is invested in US technology sectors.
Founded Year Domain Location
Venture capital investing in AI, biotech, and technology sectors, focusing on seed and early stages in Seattle and beyond.
Founded Year Domain Location
US focused Seed and early-stage stage VC firm
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by LumaTax

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - LumaTax

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Lumatax Comparisons

Employees
+
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Competitors of LumaTax

LumaTax 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 Avalara, TAINA Technology, Exactera, Beppo and Arkk Solutions, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Cloud-based tax compliance solutions are delivered for businesses worldwide.
domain founded_year HQ Location
Compliance management platforms are provided for financial institutions' regulatory needs.
domain founded_year HQ Location
Tax compliance software solutions are provided for business operations.
domain founded_year HQ Location
Bookkeeping and tax compliance platform for SMEs and freelancers
domain founded_year HQ Location
Regulatory and statutory reporting solutions are offered for financial firms.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Lumatax

Frequently Asked Questions about LumaTax

When was LumaTax founded?

LumaTax was founded in 2018.

Where is LumaTax located?

LumaTax is headquartered in Budapest, Hungary.

Who is the current CEO of LumaTax?

Stefan Mladenovic is the current CEO of LumaTax. They have also founded this company.

Is LumaTax a funded company?

LumaTax is a funded company, having raised a total of $13.12M across 4 funding rounds to date. The company's 1st funding round was a Series A of $3M, raised on Sep 14, 2016.

How many employees does LumaTax have?

As of Dec 31, 2022, the latest employee count at LumaTax is 9.

What does LumaTax do?

A platform for tax and compliance management was established in 2018 in Budapest, Hungary. Sales tax exposure is identified and mitigated for businesses through unified transaction data from multiple sources. Nexus determination, sales tax registration, and return preparation are facilitated. Tools are provided to indirect tax professionals for data collection, current and prior period filings, and audit defense in the fintech sector.

Who are the top competitors of LumaTax?

LumaTax's top competitors include Avalara, Exactera and TAINA Technology.

What products or services does LumaTax offer?

LumaTax offers LumaTax and CrossTax.

Who are LumaTax's investors?

LumaTax has 8 investors. Key investors include KPMG, Taxually, Trilogy Equity Partners, Madrona, and Cowboy Ventures.

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