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Lumi Financial Management

Lumi Financial Management

Private

Last Round

Series C

Jul 20, 2023

Total Funding Raised

$47.28M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Lumi Financial Management is a financial services company that provides small business loans and lines of credit to enterprises in Australia.

Sector

FinTech

Verticals

Lending & Credit, Corporate Banking, Credit Scoring

Business Model

B2B

Customer Profile

Payment Processing Fee

AI Layer

Application

Keywords

SME lendingbusiness loansbusiness line of creditonline lenderfintech lenderalternative lendingnon-bank lenderAI underwritingAI credit scoringsame-day fundingfast business loansembedded financeembedded lendingbroker channel lendinglending as a serviceworking capital loansunsecured business loans

Historical Pricing

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Caplight Momentum Score

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Lumi Financial Management Comparables

Compare Lumi Financial Management with similar companies based on industry and business-model similarity.

Lumi Financial Management comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
OnDeck Australia
92%
Shift
92%
Prospa Group Limited
91%

Lumi Financial Management Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series CJul 20, 2023
VC RoundFeb 21, 2022
DebtDec 10, 2021
VC RoundDec 10, 2021
VC RoundMay 23, 2019
Series A
Nov 15, 2018

Key People

Founding team and executive leadership

Anna Hawter

Deputy CEO

Executive Team

Yanir Yakutiel ️

Founder & CEO

Founding Team

Paul Pagnan

Chief Technology Officer

Executive Team

Mitchell Boulton

Chief Financial Officer

Executive Team

Lumi Financial Management Investors

Notable investors and investment history

Lumi Financial Management investors
InvestorRounds
Harel Insurance Investments & Financial ServicesSeries C
FollowTheSeedSeries A
Roadnight CapitalDebt, VC Round
Perennial PartnersDebt, Series C, VC Round

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 25, 2026

    Monthly visitors increased 40% MoM.

  • Apr 27, 2024

    Grew 15% QoQ, from 105 to 121 employees.

Lumi Financial Management Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Lumi Financial Management Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Lumi Financial Management's valuation, stock price, and market status.

Firmographic Details

HeadquartersSydney
Employee Range172
Year Founded2018
Last FundingJul 20, 2023

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