Luma Financial Technologies
PrivateLast Round
Series C
Apr 16, 2025
Total Funding Raised
$70.03M
Momentum Score
25 /100
Company Overview
Luma Financial Technologies is a financial software company that provides a platform for financial advisors to learn, buy, create, and track structured products and annuities.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, InsurTech, RegTech, Financial Data
Business Model
B2B2C
Customer Profile
Subscription SaaS, Marketplace Commission, Services & Consulting, Data as a Service
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Luma Financial Technologies Comps
Public and private peers based on sector, stage, and business model.
Luma Financial Technologies Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Apr 16, 2025 | ||||
| Strategic | May 11, 2022 | ||||
| Series A | May 13, 2020 | ||||
| Spinoff | Jul 30, 2018 |
Key People
Founding team and executive leadership
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 | Spinoff |
| Morgan Stanley | Spinoff, Series C |
| Sixth Street Growth | Series C |
| Navian Capital | Spinoff |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 16, 2026
Partnered with iPipeline to enhance life insurance operating system.
- Apr 16, 2026
Launched a new, first-of-its-kind Life Insurance operating system.
Luma Financial Technologies Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Luma Financial Technologies's valuation, stock price, and market status.
