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Luma Financial Technologies

About Luma Financial Technologies

Luma Financial Technologies delivers a fully customizable, independent buy-side technology solution to effortlessly discover, research, purchase, and manage alternative investments. The company aims to create a multi-product, multi-issuer, carrier-neutral platform for structured products and annuities.

Business Information
Traction
Users

50,000+

ARR

$2.5M

Growth

120% YoY

Key Metric

2M monthly active users

Location

New York , New York , USA North America

Target Customers
financial advisors wealth management firms insurance agents
Industry Categories
Accounting/Finance Software Professional Services & B2B Marketplaces
Business Model
Revenue Model SaaS
Pricing Strategy Tiered subscription based on usage and features
Sales Channels direct sales, partnerships with financial institutions
Funding Timeline
Round Date Amount Investors
Series C Apr 17, 2025 $63.0M Unknown
Founders

No founder information available.

Investors

No investor information available.

Recent Mentions

No recent tweets about this startup.

Similar Startups

No similar startups found.

Other Data Sources
2
Exa Startup Data
Apr 21, 2025
Twitter Startup Data
Apr 20, 2025
View Source
Exa Enrichment History
1

Fields Updated
description industry website
Enrichment Details
Description
Luma Financial Technologies delivers a fully customizable, independent buy-side technology solution to effortlessly discover, research, purchase, and manage alternative investments. The company aims to create a multi-product, multi-issuer, carrier-neutral platform for structured products and annuities.
Website
https://lumafintech.com/
Industry
Fintech, Alternative Investments, Insurance Technology
Enrichment History
  • {'updated_at': '2025-04-25T04:22:26.158642', 'fields_updated': {'description': True, 'industry': True, 'website': True}, 'query_used': 'Luma Financial Technologies website:https://lumafintech.com/ Fintech, Alternative Investments, Insurance Technology company business model funding', 'sources_count': 5}
Source URLs