Insights

Expanding Client Base Luma Financial Technologies recently signed a strategic partnership with InspereX and integrated with BlackRock's Aladdin Wealth platform, indicating growth in their client network and increasing adoption among prominent financial institutions. This expansion offers potential cross-selling opportunities for complementary fintech solutions and value-added services.

Award-Winning Platform Recognized as the Best Multi-Issuer Platform at the SRP Americas 2025 Awards, Luma demonstrates strong industry validation and competitive differentiation. Highlighting this achievement can enhance credibility when pitching to prospective clients looking for reliable and award-winning technology solutions.

Global Market Focus With recent appointment of Tara York as Head of EMEA, Luma is strategically expanding into European and broader international markets. This signals an opportunity to explore regional financial firms seeking advanced structured product platforms and localized support.

Innovation and Launches Luma's upcoming Q4 2025 product launches, including strategic collaborations like GenTwo, suggest ongoing innovation and product development. This focus on new offerings can be leveraged to upsell existing clients or attract forward-looking firms prioritizing cutting-edge fintech solutions.

Financial Strength With revenues estimated between 50 to 100 million dollars and a funding amount of 63 million dollars, Luma exhibits solid financial health and growth potential. Engaging with a financially robust firm offers opportunities for long-term partnerships and tailored enterprise integrations.

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

Where is Luma Financial Technologies's headquarters located?

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Luma 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?

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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 February 2026, Luma Financial Technologies has approximately 116 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 February 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?

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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

Headquarters
425 Walnut Street Cincinnati, Ohio 45202 United States
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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