Luma Financial Technologies
Financial Software · Ohio, United States · 51-200 Employees
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Overview
Headquarters
425 Walnut St Ste 25, Cincinnati, Ohio, ...Phone Number
(844) 844-5862Website
www.lumafintech.comRevenue
$18.9 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
3
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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
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Luma Financial Technologies financials insights
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2025
Series C
$63M
Luma Financial Technologies Tech Stack
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Luma Financial Technologies News & Media
BlackRock plugs Luma into Aladdin wealth platform
Luma Financial Technologies (“Luma”), a global platform for structured products, annuities, and life insurance solutions, today announced a strategic integration with BlackRock’s Aladdin Wealth platform.Luma Financial Technologies appoints Tara York as head of Emea
Luma Financial Technologies, a leading global fintech platform for structured products and other alternative investments, today announced the appointment of Tara York as the company’s new Head of EMEA.Luma Financial Technologies Closes $63M Series C Funding
Luma Financial Technologies, a Cincinnati, OH-based structured products and insurance solutions provider, raised $63M in Series C funding. The round was led by Sixth Street Growth. Existing strategic investors including Bank of America, Morgan Stanley, UBS, and TD Bank Group also participated. The company intends to use the funds to enable the acceleration of its […] The post Luma Financial Technologies Closes $63M Series C Funding appeared first on FinSMEs.Insigneo Partners with Luma Financial Technologies to Upgrade Structured Note Product Capabilities and Advisor Efficiencies
MIAMI--(BUSINESS WIRE)-- #Luma--Insigneo, an international wealth management firm at the forefront of advisor-centric innovation, has partnered with Luma Financial Technologies (“Luma”), a prominent provider of structured product and insurance technology, to elevate its structured note capabilities and further streamline advisor workflows. Through the adoption of Luma’s market-leading technology, Insigneo is now upgrading its existing offerings with real-time trade data, advanced reporting tools
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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... Read More
