Skip to content

Luma Financial Technologies

4 viewers · 30d

Total raised

$62.9M

1 filing since 2025 · latest Equity filed

Cumulative raised
LAST ROUND
Equity · $62.9M
ROUNDS
1
INVESTORS
6
FOUNDED
N/A
HQ
Cincinnati, OH
SECTOR
Fintech
EMPLOYEES
N/A
30D VIEWERS
4

AI overview

Updated

Luma Financial Technologies, LLC is a technology company that specializes in providing solutions for the financial services industry, focusing on the complexities of investment products. By offering a robust platform that streamlines the process of sourcing, managing, and complying with investment transactions, Luma enhances operational efficiency for financial professionals.

What sets it apart

Luma stands out with its independent, customizable platform that facilitates access to a wide array of complex investment products without the limitations imposed by carriers or issuers.

Funding history

1 round
EquityApr 10, 2025 · $2.8M min
Form D
+$62.9M$62.9M total

Latest SEC filings

via EDGAR · CIK 0001812005
Form D · Apr 10, 2025View on EDGAR

Products

1 tracked

Product Marketplace

Investment Management

Luma's core offering, the Product Marketplace, is a fully customizable platform that allows financial professionals to discover, research, compare, and manage structured products, annuities, and other alternative investments.

  • Curated selection of investment products
  • Comprehensive research documentation
  • Side-by-side product comparison with Luma Compare
  • Bulk management tools for purchasing and configuration

Links

WebsiteSEC EDGAR filings