Luma Financial Technologies, LLC.

Luma Financial Technologies develops innovative technology solutions for financial professionals, focusing on investment management and enhancing transparency for alternative investments. Luma Financial Technologies, LLC is a financial technology company that provides advanced solutions for investment management. Founded in 2018 by CEO Tim Bonacci in Cincinnati, US, the company has successfully closed 1 deal to date, with its most recent deal occurring on April 16, 2025. Luma raised USD 63.

000 mn in Series C funding from Sixth Street Growth, along with notable participation from Bank of America, Morgan Stanley Investment Management, TD Bank Financial Group, and UBS. The founder's history is not provided. Luma Financial Technologies specializes in providing advanced technology solutions tailored for financial professionals, focusing on investment management tools that enhance transparency and ease of use. Their core product offerings include a customizable buy-side technology platform that enables users to discover, research, purchase, and manage alternative investments efficiently.

The platform features a comprehensive product marketplace, a lifecycle manager for structured products and annuities, and a robust analytics tool designed to optimize client transactions. Luma’s innovative solutions cater primarily to institutional investors and financial advisors, empowering them to navigate complex investment landscapes with enhanced accuracy and timeliness. Their products are available in multiple geographical markets, including the United States, Canada, and select regions in Europe, addressing the needs of a diverse client base that values compliance and suitability in investment transactions. Revenue for Luma Financial Technologies is generated through a subscription-based model, wherein firms and financial professionals gain access to the platform’s extensive suite of services.

Clients engage with the platform by purchasing subscriptions that grant them usage rights to the product marketplace and associated tools. The transaction structure primarily follows a B2B model, where institutions and advisors subscribe to access tailored financial products and services. This includes facilitating the trading of structured products and annuities through the platform. While specific pricing details for services are not disclosed, Luma’s offerings emphasize compliance-linked access and personalized support, contributing to the overall value proposition for their professional clients.

In April 2025, Luma Financial Technologies, LLC will utilize the USD 63. 000 mn raised in Series C funding to support marketing expansion, product development, and improvements in client support. The company is actively designing new products to enhance its technology platform and improve user experience, with plans to target new geographic regions for expansion, including further penetration into European markets by the end of 2025.