Luma Financial Technologies: Funding, Investors & Team (Sep 2026)
Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system. Its education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, our post-sales support provides life cycle support to ensure that advisors and clients are maximizing their purchases. It was founded in 2018 and headquartered in Cincinnati, Ohio.
Luma Financial Technologies has raised $63.0M across 1 funding round on record, the most recent a Series C of $63.0M announced in Apr 2025.
That round is above the $3.4M median round size for Commerce and Shopping companies tracked on FundedIQ over the last two years.
Luma Financial Technologies Company Profile and Key Stats
Latest funding round on record: Apr 2025.
Luma Financial Technologies Funding Rounds
Luma Financial Technologies Founders and Leadership Team
Contact details for the Luma Financial Technologies team: 1 of 1 has an email address on file.
Start 14-day free trial →Luma Financial Technologies Funding Compared to Other Commerce and Shopping Startups
Luma Financial Technologies' latest round of $63.0M is above the median round in Commerce and Shopping. Medians cover the last 24 months of disclosed rounds.
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Luma Financial Technologies Funding FAQs
What does Luma Financial Technologies do?
Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system. Its education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, our post-sales support provides life cycle support to ensure that advisors and clients are maximizing their purchases. It was founded in 2018 and headquartered in Cincinnati, Ohio.
How much funding has Luma Financial Technologies raised?
Luma Financial Technologies has raised $63.0M across 1 round on record. The most recent is a Series C of $63.0M announced in Apr 2025.
When did Luma Financial Technologies last raise funding?
Luma Financial Technologies' most recent funding round on record is a Series C of $63.0M, announced in Apr 2025.
Who founded Luma Financial Technologies?
FundedIQ lists Timothy J Bonacci (Founder) at Luma Financial Technologies.
Where is Luma Financial Technologies headquartered?
Luma Financial Technologies is based in Cincinnati, Ohio, United States.
How many employees does Luma Financial Technologies have?
Luma Financial Technologies is in the 101-250 employee band.
How does Luma Financial Technologies' funding compare to other Commerce and Shopping startups?
Luma Financial Technologies' latest round of $63.0M is above the $3.4M median round size for Commerce and Shopping companies on FundedIQ across 3,501 tracked companies over the last two years.
About FundedIQ's Luma Financial Technologies Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Luma Financial Technologies is left off this page rather than filled in.
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