What is Luma Financial Technologies?
Founded in 2011, Luma Financial Technologies provides a comprehensive, multi-issuer platform designed to streamline the lifecycle of structured products and annuities. The company serves as a vital bridge between financial institutions and the complex world of market-linked investments, offering tools for education, pricing, order entry, and post-trade management. By digitizing and automating these traditionally manual workflows, Luma enables RIA offices and private banks to deliver sophisticated portfolio solutions with greater precision and speed. Its platform-agnostic approach allows for seamless integration across diverse financial environments, positioning the company as a foundational layer in the wealth management technology stack.
How much funding has Luma Financial Technologies raised?
Luma Financial Technologies has raised a total of $63M across 1 funding round:
Series C
$63M
Series C (2025): $63M with participation from Sixth Street Growth, UBS, MORGAN STANLEY, Td Bank Financial Group, and Bank of America
Key Investors in Luma Financial Technologies
Sixth Street Growth
A growth-oriented investment firm providing tailored financing solutions and operational expertise to market leaders across the technology and financial sectors.
UBS
A global financial services powerhouse offering comprehensive wealth management and investment banking solutions to institutional and private clients worldwide.
MORGAN STANLEY
A leading global financial services firm providing a wide range of investment banking, securities, and wealth management services to corporations and institutions.
What's next for Luma Financial Technologies?
With the successful closure of this latest funding round, Luma Financial Technologies is well-positioned to accelerate its product roadmap and expand its market footprint. The strategic focus will likely center on enhancing its multi-product capabilities and deepening its integration with global financial institutions. As the firm moves into its next phase of growth, the emphasis will remain on scaling its enterprise-level automation tools to meet the evolving regulatory and operational requirements of its institutional client base. By leveraging its strong investor backing, Luma is poised to further disrupt the structured product landscape, driving greater efficiency and accessibility for advisors and their clients alike.
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