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Luma Financial Technologies

96 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.

Investor insights

Funding rounds participated in

$30M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Financial Services

Sectors

Financial Services

Date founded

2018

Funding rounds raised

Total raised

$30M

from investors over 1 rounds

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Luma Financial Technologies raised $30M on January 20, 2022

FAQ