Luma Financial Technologies operates a customizable, independent buy-side technology platform that helps institutional and retail investors learn about, research, purchase, and manage alternative investments and annuities. Its suite includes education and training resources, creation and pricing of custom structured products, electronic order entry, and post-trade management, and supports multi-issuer, multi-wholesaler, and multi-product workflows. The platform has been adopted by broker/dealer firms, RIA offices, and private banks around the world. Luma plans to use new capital to accelerate expansion across key markets, deepen product innovation, and enhance global client support capabilities. Management says the company is on a strong growth trajectory and that the financing will allow it to scale impact while preserving its leadership and strategic direction. Headquartered in Cincinnati with offices in New York, Miami, Zurich, and Lisbon, Luma emphasizes transparency and advisor-centric design in its product roadmap.

Total raised

$63M

Funding rounds

1

Latest round

Series C

Latest activity

Apr 2025