Luma Financial Technologies Employee Directory

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.

Find Luma Financial Technologies employees' phone numbers or email addresses

Luma Financial Technologies Global Highlights

Location
Employees

North America
122

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  • United States Of America
    121
  • Canada
    1

Europe
17

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  • Portugal
    8
  • Switzerland
    6
  • United Kingdom Of Great Britain And Northern Ireland
    2
  • France
    1

Asia
8

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  • India
    8

South America
2

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  • Brazil
    2

Africa
1

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  • South Africa
    1

Luma Financial Technologies's Leadership

  • Stylized image of a person
    T. B.
    Chief Executive Officer
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  • Stylized image of a person
    D. W.
    Chief Information Officer
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  • Stylized image of a person
    B. T.
    Chief Information Security Officer
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  • Stylized image of a person
    G. L.
    Chief Operating Officer
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    P. B.
    Head Of Marketing
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    J. P.
    Head Of Artificial Intelligence
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    G. S.
    Head Of Business Development And Sales - Switzerland
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    R. A.
    Head Of Private Bank Relations & Business Development
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Luma Financial Technologies Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Analytics
  • Product Management
  • Sales
  • Solutions Engineering
  • Other
  • Business Development
  • Operations
  • Banking
  • Finance
  • Entrepreneurship

Contact profiles from Luma Financial Technologies

Name
Title
Contact Info
Location
Last Update
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    D. W.
    Chief Information Officer
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    United KingdomEngland
    Jun 06, 2026
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    B. T.
    Chief Information Security Officer
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    United StatesNew Jersey
    Jun 23, 2026
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    G. L.
    Chief Operating Officer
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    United StatesNew York
    Jun 07, 2026
  • Stylized image of a person
    A. E.
    General Counsel And Chief Human Resources Officer
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    Sep 24, 2024
  • Stylized image of a person
    T. B.
    Chief Executive Officer
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    Jun 07, 2026
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    J. C.
    Managing Director, Head Of Insurance Products
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    United StatesNew York
    Jun 07, 2026
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    P. B.
    Head Of Marketing
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    May 26, 2026
  • Stylized image of a person
    J. P.
    Head Of Artificial Intelligence
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    IndiaTelangana
    May 28, 2026
  • Stylized image of a person
    G. S.
    Head Of Business Development And Sales - Switzerland
    Phone icon
    SwitzerlandZurich
    Jun 18, 2026
  • Stylized image of a person
    R. A.
    Head Of Private Bank Relations & Business Development
    Phone icon
    United StatesFlorida
    May 26, 2026

Frequently Asked Questions

What is Luma Financial Technologies known for?

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Luma Financial Technologies was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 425 Walnut Street Cincinnati, Ohio 45202 United States. Explore Luma Financial Technologies's company overview page for more information.

What is Luma Financial Technologies's most common email format?

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Luma Financial Technologies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Luma Financial Technologies email formats with LeadIQ.

How many employees does Luma Financial Technologies have currently?

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Luma Financial Technologies has approximately 125 employees as of June 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are Luma Financial Technologies's key employees and leadership?

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As of June 2026, Luma Financial Technologies's key employees include:

  • Chief Executive Officer: T. B.
  • Chief Information Officer: D. W.
  • Chief Information Security Officer: B. T.
  • Chief Operating Officer: G. L.
  • Head Of Marketing: P. B.

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