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Lumio

Lumio

Private

Last Round

Seed

Jun 30, 2023

Est. Valuation

$10.96M

Total Funding Raised

$2.91M

Company Overview

Lumio is a fintech company that provides an account-linked expense management platform for individuals and couples, allowing users to connect accounts, track bills, and manage shared expenses.

Sector

FinTech

Verticals

Personal Finance, API Management, Financial Data, Accounting & Expense

Business Model

B2C

Customer Profile

Freemium, Subscription SaaS, Services & Consulting

AI Layer

Non-AI

Keywords

personal finance appcouples finance appmoney management appaccount aggregationOpen Bankingshared expense trackerbudgeting appnet worth trackerwhitelabel finance appexpense trackerbill trackerfintech APIfreemium SaaSB2B fintech platformIOU tracker

Historical Pricing

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Caplight Momentum Score

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Lumio Comparables

Compare Lumio with similar companies based on industry and business-model similarity.

Lumio comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Spendee
82%
Emma
80%
EARMARKIQ LTD
79%

Lumio Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedJun 30, 2023
CrowdfundingJun 1, 2023
CrowdfundingJul 20, 2022
SeedMar 12, 2021

Key People

Founding team and executive leadership

Charlie Richardson

Chief Executive Officer

Executive Team

Anton Zagorskii

Chief Technology Officer

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 29, 2025

    Collaborating to transform shared finance management.

  • Jun 1, 2023

    Raised $50K in a crowdfunding round.

Lumio Filings

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Lumio filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Lumio's valuation, stock price, and market status.

Is Lumio a public or private company?

Lumio is a private company.

What is the current stock price of Lumio?

Lumio is a private company with no public stock price. No recent secondary market data is available.

How much is Lumio worth (valuation)?

Valuation information for Lumio is not publicly available.

Can I buy Lumio stock?

Lumio shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Lumio's last funding round?

Lumio's most recent funding round was Seed on June 30, 2023.

Who are the main investors in Lumio?

Investor information for Lumio is not publicly disclosed.

Will Lumio IPO soon?

No public IPO plans have been announced for Lumio.

How can I track Lumio secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Lumio's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersClevedon
Employee Range13
Year Founded2017
Last FundingJun 30, 2023

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