Luma Financial Technologies
PrivateLast Round
Series C
Apr 16, 2025
Total Funding Raised
$63M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
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
Keywords
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% | |
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 |
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 | 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.
- Jun 25, 2026
Monthly visitors increased 93% MoM.
- Apr 16, 2026
Partnered with iPipeline to enhance 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.