Luma Financial Technologies
PrivateLast Round
Series C
Apr 16, 2025
Total Funding Raised
$63M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Luma Financial Technologies operates in FinTech and is based in Cincinnati, Ohio. Its latest recorded funding round was a Series C round in April 2025.
Luma Financial Technologies is a financial software company that provides an independent, multi-issuer platform for financial professionals to research, manage, and transact across structured products, annuities, and life insurance.
Sector
FinTech
Verticals
Wealth Management, InsurTech, Investment Platforms, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Data as a Service
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Luma Financial Technologies Comparables
Compare Luma Financial Technologies with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Halo Investing | 86% | |
| IVM Markets | 79% | |
| iCapital | 79% |
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Luma Financial Technologies Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Apr 16, 2025 | ||||
| Strategic | May 11, 2022 | ||||
| VC Round | May 13, 2020 | ||||
| Corporate Funding | Jul 31, 2018 |
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Key People
Founding team and executive leadership
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Luma Financial Technologies Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| UBS Group AG | Series C |
| Sixth Street Partners | Series C |
| Bank of America Merrill Lynch | Corporate Funding |
| Morgan Stanley | VC Round, Corporate Funding, Series C |
| Sixth Street Growth | Series C |
| Navian Capital | VC Round, Corporate Funding |
Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 24, 2026
Expanding into asset management with support for ETFs, AMCs, and SMAs.
- Jun 25, 2026
Monthly visitors increased 93% MoM.
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Luma Financial Technologies Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Luma Financial Technologies's valuation, stock price, and market status.
Is Luma Financial Technologies a public or private company?
Luma Financial Technologies is a private company.
What is the current stock price of Luma Financial Technologies?
Luma Financial Technologies is a private company, so its shares have no public market price. Caplight tracks Luma Financial Technologies's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Luma Financial Technologies worth (valuation)?
Valuation information for Luma Financial Technologies is not publicly available.
Can I buy Luma Financial Technologies stock?
Luma Financial Technologies shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Luma Financial Technologies's last funding round?
Luma Financial Technologies's most recent funding round was Series C on April 16, 2025.
Who are the main investors in Luma Financial Technologies?
Key investors in Luma Financial Technologies include Sixth Street Partners, Sixth Street Growth.
Will Luma Financial Technologies IPO soon?
No public IPO plans have been announced for Luma Financial Technologies.
How can I track Luma Financial Technologies secondary market activity?
Caplight tracks bids, offers, and trades in Luma Financial Technologies's shares on secondary markets.