Founded in 2018, Luma Financial Technologies has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 04/16/25 | $63,000,000 | Series C |
Bank of America Morgan Stanley Sixth Street Growth TD Bank UBS | undisclosed |
