Luma Financial Technologies
Financial Services • 
Cincinnati, Ohio, United States • 101-200 Employees
Company overview
| Headquarters | 425 Walnut St, Cincinnati, Ohio 45202, US |
| Phone number | +18448445862 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Finance, Technology, Money, Banking, Fintech, Financialadvisors, Registeredinvestmentadvisors, Structurednotes, Structuredproducts, Luma Financial Technologies |
| Founded | 2018 |
| Employees | 101-200 |
| Socials |
Key Contacts at Luma Financial Technologies
Jesse Lewis
Director, Strategic Account Executive
John Burhoe
Director, Head Of Insurance Partnerships
Alex Weil
Director
Scott Bair
Vice President, Product Owner - Insurance
Pablo Ortega
Director
David Wood
Managing Director - International
Tara York
Managing Director
Jay Charles
Managing Director, Head Of Insurance Products
Steven Acosta
National Sales Director
Nikesh Depala
Senior Product Owner
Luma Financial Technologies Email Formats
Luma Financial Technologies uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@lumafintech.com), used 61.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lumafintech.com | 61.6% |
{first name}{last name} | johndoe@lumafintech.com | 36% |
{last name}{last name} | doedoe@lumafintech.com | 2.3% |
About Luma Financial Technologies
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
Luma Financial Technologies revenue & valuation
| Annual revenue | $13,000,000 |
| Revenue per employee | $124,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $41,600,000 |
| Total funding | $93,100,000 |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Luma Financial Technologies has 64 employees across 11 departments.
Departments
Number of employees
Funding Data
Explore Luma Financial Technologies's funding history, including investment rounds, total capital raised, and key backers.
Luma Financial Technologies Tech Stack
Discover the technologies and tools that power Luma Financial Technologies's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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JavaScript libraries
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Canada
Poland
Russian Federation
Frequently asked questions
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