Luma Financial Technologies
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Financial Software · Ohio, United States · 51-200 Employees

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Overview

Headquarters

425 Walnut St Ste 25, Cincinnati, Ohio, ...

Phone Number

(844) 844-5862

Revenue

$18.9 Million

Industry

Financial Software Software

About Luma Financial Technologies

Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn, create, order, and manage market-linked investments such as structured products, structured annuities, and more. Launched in 2011, Luma is one of the largest and longest-tenured structured product platforms in the U.S. market and is used by broker/dealer firms, RIA offices, and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments. This includes education and certification; creation and pricing of custom structures; order entry; and post-trade actions. Luma is multi-issuer, multi-wholesaler, and multi-product, thus providing teams with an extensive breadth of market-linked investments to best meet clients' specific portfolio needs.Explore more
Luma Financial Technologies's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Luma Financial Technologies Org Chart

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Gim Lau, Chief Operating Officer at Luma Financial Technologies
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Chief Operating Officer

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Managing Director & Head of Americas

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Compare insights from companies similar to Luma Financial Technologies, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Luma Financial Technologi...

$18.9M
51-200
Private
$63M
2018
Gim Lau, Chief Operating Officer at Luma Financial Technologies
Gim LauChief Operating Officer
$100.2M
201-500
Private
$545M
2009
Alex Cavalieri, Chief Marketing Officer at CAIS Capital
Alex CavalieriChief Marketing Officer
$51.6M
51-200
Private
$116.5M
2015
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$6.2M
51-200
Private
$5M
1979
RG
Raymond GooleyChief Marketing Officer
$5.3M
11-50
Private
-
2005
LJ
Lonniepaul JohnsonOtr Truck Driver
<$5M
51-200
Private
-
1997
Illustration of an envelope

Luma Financial Technologies Tech Stack

A closer look at the technologies used by Luma Financial Technologies

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Frequently Asked Questions Regarding Luma Financial Technologies

What is Luma Financial Technologies's official website?
Luma Financial Technologies's official website is www.lumafintech.com
What is Luma Financial Technologies's Revenue?
Luma Financial Technologies's revenue is $18.9 Million
What is Luma Financial Technologies's SIC code?
Luma Financial Technologies's SIC: 73,737
What is Luma Financial Technologies's NAICS code?
Luma Financial Technologies's NAICS: 51,513
How many employees does Luma Financial Technologies have?
Luma Financial Technologies has 51-200 employees
What industry does Luma Financial Technologies belong to?
Luma Financial Technologies is in the industry of: Financial Software, Software
What is Luma Financial Technologies competition?
Luma Financial Technologies top competitors include: Halo, Super Service, Disciplined Equities Management, Advisors Asset Management
What technology does Luma Financial Technologies use?
Some of the popular technologies that Luma Financial Technologies uses are: WooCommerce, WordPress.org, PHP, DoubleClick
How do I contact Luma Financial Technologies?
Luma Financial Technologies contact info: Phone number: (844) 844-5862 Website: www.lumafintech.com
What does Luma Financial Technologies do?

Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn, create, order, and manage market-linked investments such as structured products, structured annuities, and more. Launched in 2011, Luma is one of the largest and longest-tenured struc... tured product platforms in the U.S. market and is used by broker/dealer firms, RIA offices, and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments. This includes education and certification; creation and pricing of custom structures; order entry; and post-trade actions. Luma is multi-issuer, multi-wholesaler, and multi-product, thus providing teams with an extensive breadth of market-linked investments to best meet clients' specific portfolio needs.Read More

What are Luma Financial Technologies social media links?
Luma Financial Technologies Linkedin page Luma Financial Technologies Twitter page Luma Financial Technologies Facebook page
Who invested in Luma Financial Technologies?
Luma Financial Technologies has 5 investors including Sixth Street Growth, Td Bank Financial Group, Bank of America and UBS.
Is Luma Financial Technologies a public company?
Luma Financial Technologies is private company therefore does not currently have an official ticker symbol
See more information about Luma Financial Technologies

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