Insights

Strong Industry Recognition Luma Financial Technologies has recently been awarded as the Best Multi-Issuer Platform at the SRP Americas 2025 Awards, highlighting its leadership position and credibility in the structured products market which can be leveraged for growth and partnership opportunities.

Robust Funding and Revenue With a substantial funding amount of $63 million and an estimated revenue between $50 million to $100 million, Luma demonstrates strong financial health and growth potential, making it an attractive partner or investment for financial services collaborations.

Market Expansion Strategy The appointment of Tara York as Head of EMEA and strategic partnership launches indicate a focused effort on international expansion, presenting opportunities to offer technologically advanced solutions to global clients and broaden market reach.

Innovative Technology Stack Utilizing advanced technologies like Amazon S3, NoSQL, TypeScript, and Go, Luma offers a modern, scalable platform that can meet the evolving needs of financial advisors and broker-dealers, offering potential upsell or integration prospects with firms seeking modern fintech solutions.

Target Audience and Market Fit Serving broker-dealers, financial advisors, and institutional clients with nearly a decade of experience, Luma’s platform is well-positioned to deepen relationships with these segments by offering tailored, efficient structured product solutions and expanding complementary offerings.

Luma Financial Technologies Tech Stack

Luma Financial Technologies uses 8 technology products and services including Amazon S3, WordPress, NoSQL, and more. Explore Luma Financial Technologies's tech stack below.

  • Amazon S3
    Content Delivery Network
  • WordPress
    Content Management System
  • NoSQL
    Database
  • Microsoft Intune
    Enterprise Mobility Management
  • Adobe Marketing Cloud
    Marketing Automation
  • 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

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

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Luma Financial Technologies's official website is lumafintech.com and has social profiles on LinkedInCrunchbase.

What is Luma Financial Technologies's NAICS code?

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Luma Financial Technologies's NAICS code is 52 - Finance and Insurance.

How many employees does Luma Financial Technologies have currently?

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As of December 2025, Luma Financial Technologies has approximately 105 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: T. B.Chief Growth Officer (cgo): J. S.Chief Information Officer: D. W.. Explore Luma Financial Technologies's employee directory with LeadIQ.

What industry does Luma Financial Technologies belong to?

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Luma Financial Technologies operates in the Financial Services industry.

What technology does Luma Financial Technologies use?

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Luma Financial Technologies's tech stack includes Amazon S3WordPressNoSQLMicrosoft IntuneAdobe Marketing CloudTypeScriptGoX-UA-Compatible.

What is Luma Financial Technologies's email format?

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Luma 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?

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As of December 2025, 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?

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Luma Financial Technologies was founded in 2018.

Luma Financial Technologies

Financial ServicesOhio, United States51-200 Employees

Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
51-200

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.

  • $50M$100M

    Luma Financial Technologies's revenue is estimated to be in the range of $50M$100M

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.

  • $50M$100M

    Luma Financial Technologies's revenue is estimated to be in the range of $50M$100M

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