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Insights

Enterprise Partnerships Luma's BlackRock Aladdin Wealth integration and the Life Insurance operating system with iPipeline create a strong platform for enterprise distributors, RIAs, and major life insurers seeking end-to-end, multi-issuer solutions.

Life Insurance Expansion The Life Insurance operating system launch opens cross-sell opportunities to life product distributors and carriers, enabling growth beyond structured notes and annuities across multiple channels.

Credibility &Awards Industry recognition as Best Multi-Issuer Platform and SRP Americas awards bolster credibility with large buyers; leverage in pitches to win larger deals and longer-term partnerships.

Growth GTM Momentum A leadership shake-up in growth could signal a shift in go-to-market strategy; propose joint GTM initiatives, partner programs, and dedicated sales motions to accelerate enterprise adoption and partner-driven revenue.

Financial & Resource Readiness Stable revenue range and a solid funding runway suggest capacity for platform enhancements and integrations; target mid-market to enterprise financial institutions with budget for deployment, customization, and ongoing support.

Luma Financial Technologies Tech Stack

Luma Financial Technologies uses 8 technology products and services including Docker, Open Graph, PostgreSQL, and more. Explore Luma Financial Technologies's tech stack below.

  • Docker
    Containerization
  • Open Graph
    Content Management System
  • PostgreSQL
    Database
  • Microsoft PowerPoint
    Editors
  • TensorFlow
    Machine Learning
  • TypeScript
    Programming Languages
  • Go
    Programming Languages
  • X-UA-Compatible
    Web Tools And Plugins

Media & News

Luma Financial Technologies's Email Address Formats

Luma Financial Technologies uses at least 1 format(s):
Luma Financial Technologies Email FormatsExamplePercentage
FLast@lumafintech.comJDoe@lumafintech.com
96%
FirstLast@lumafintech.comJohnDoe@lumafintech.com
2%
FirLast@lumafintech.comJohDoe@lumafintech.com
1%
LF@lumafintech.comDJ@lumafintech.com
1%

Frequently Asked Questions

Where is Luma Financial Technologies's headquarters located?

Minus sign iconPlus sign iconLuma Financial Technologies's main headquarters is located at 425 Walnut Street Cincinnati, Ohio 45202 United States. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is Luma Financial Technologies's official website and social media links?

Minus sign iconPlus sign iconLuma Financial Technologies's official website is lumafintech.com and has social profiles on LinkedInCrunchbase.

What is Luma Financial Technologies's NAICS code?

Minus sign iconPlus sign iconLuma Financial Technologies's NAICS code is 52 - Finance and Insurance.

How many employees does Luma Financial Technologies have currently?

Minus sign iconPlus sign iconAs of June 2026, Luma Financial Technologies has approximately 125 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: T. B.Chief Information Officer: D. W.Chief Information Security Officer: B. T.. Explore Luma Financial Technologies's employee directory with LeadIQ.

What industry does Luma Financial Technologies belong to?

Minus sign iconPlus sign iconLuma Financial Technologies operates in the Financial Services industry.

What technology does Luma Financial Technologies use?

Minus sign iconPlus sign iconLuma Financial Technologies's tech stack includes DockerOpen GraphPostgreSQLMicrosoft PowerPointTensorFlowTypeScriptGoX-UA-Compatible.

What is Luma Financial Technologies's email format?

Minus sign iconPlus sign iconLuma Financial Technologies's email format typically follows the pattern of FLast@lumafintech.com. Find more Luma Financial Technologies email formats with LeadIQ.

How much funding has Luma Financial Technologies raised to date?

Minus sign iconPlus sign icon As of June 2026, Luma Financial Technologies has raised $63M in funding. The last funding round occurred on Apr 16, 2025 for $63M.

When was Luma Financial Technologies founded?

Minus sign iconPlus sign iconLuma Financial Technologies was founded in 2018.

Luma Financial Technologies

Financial ServicesOhio, United States51-200 Employees

Luma Financial Technologies is a Cincinnati-based financial services company that operates an independent, multi-issuer platform for structured products and annuities. The platform serves broker-dealers and their advisors nationwide, helping them source, configure, compare, and price products tailored to individual client needs. It emphasizes advisor education and training, customizable deployment, and full product lifecycle support to help expand the scope of structured products and annuities in the market. It is described as an award-winning, global platform for structured products, annuities, and life insurance solutions. In April 2026, Luma announced a partnership with iPipeline to launch a Life Insurance operating system that provides a complete end-to-end experience.

Section iconCompany Overview

Headquarters
425 Walnut Street Cincinnati, Ohio 45202 United States
Website
lumafintech.com
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $63M

    Luma Financial Technologies has raised a total of $63M of funding over 3 rounds. Their latest funding round was raised on Apr 16, 2025 in the amount of $63M.

  • $100M$250M

    Luma Financial Technologies's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $63M

    Luma Financial Technologies has raised a total of $63M of funding over 3 rounds. Their latest funding round was raised on Apr 16, 2025 in the amount of $63M.

  • $100M$250M

    Luma Financial Technologies's revenue is estimated to be in the range of $100M$250M

Company Leadership

  • Stylized image of a person
    T. B.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Chief Information Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. T.
    Chief Information Security Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. L.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. B.
    Head Of Marketing
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    J. C.
    Managing Director, Head Of Insurance Products
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. B.
    Head Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Head Of Artificial Intelligence
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. S.
    Head Of Business Development And Sales - Switzerland
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A.
    Head Of Private Bank Relations & Business Development
    Phone icon
    Mobile Phone

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