What is Luma Financial Technologies?
Founded in 2011, Luma Financial Technologies operates as a premier, independent, buy-side technology platform designed to streamline the lifecycle of structured products and annuities. The platform serves as a critical nexus for financial professionals, offering a comprehensive suite of tools that facilitate education, custom structure creation, pricing, order entry, and post-trade management. By maintaining a multi-issuer and multi-wholesaler architecture, Luma provides an unparalleled breadth of investment options, enabling financial teams to optimize portfolio construction with precision. Its market position is defined by its longevity and its ability to automate traditionally manual, high-friction processes within the wealth management sector.
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 UBS, Bank of America, MORGAN STANLEY, Sixth Street Growth, and Td Bank Financial Group
Key Investors in Luma Financial Technologies
Sixth Street Growth
Sixth Street Growth partners with growth-oriented companies to provide tailored financing solutions aimed at accelerating both organic and inorganic growth.
UBS
UBS is a global financial services firm that provides wealth management, investment banking, asset management, and private and corporate banking solutions.
Bank of America
Bank of America is a global financial services institution that provides a comprehensive range of banking, investment, asset management, and lending solutions.
What's next for Luma Financial Technologies?
With this major enterprise-level funding, Luma is well-positioned to accelerate its product roadmap and expand its footprint within the institutional finance sector. The strategic focus will likely center on enhancing the platform's automation capabilities and deepening its integration with existing wealth management workflows. As the demand for sophisticated, market-linked investment solutions grows, Luma's ability to provide a seamless, end-to-end digital experience will be a key driver of its future growth. The involvement of major global financial institutions suggests a strong industry mandate for the platform's continued evolution and its role in setting the standard for digital structured product distribution.
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