Fundz

Luma Financial Technologies, Llc reported raising $7.03 Million in an initial SEC Form D filing, from an offering of $22 Million

PRIVATEMay 13, 2020$7M of $22M raised

Amount Raised

$7.03 Million

$7.03 Million sold, per SEC Form D (first sale May 13, 2020)

Round Type

Venture

CincinnatiInformation TechnologyFinanceFintech

Who else raised in Finance and Fintech around the same time

Companies in the same sectors as Luma Financial Technologies that raised within 45 days of this round, from Fundz verified event records.

  • USBC raised $5M (Funding Round) on June 2, 2020.
  • Horizon Technology Finance raised $20M (Debt Financing) on May 26, 2020.
  • USBC raised $2.7M on May 20, 2020.
  • USBC raised $1M on May 11, 2020.
  • Streamex Corp. raised $600K on May 5, 2020.
  • Beeline Holdings raised $1M (Seed) on April 16, 2020.

Who to call at Luma Financial Technologies, and when

A new round usually means Luma Financial Technologies is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Luma Financial Technologies raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Luma Financial Technologies, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Luma Financial Technologies. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Luma Financial Technologies

Location

425 WALNUT STREET, SUITE 2410

Cincinnati, Ohio, United States

About

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.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Luma Financial Technologies raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Verified contactsTimothy B., Director hiddenSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Luma Financial Technologies's next move

See what Strategic adds

Luma Financial Technologies raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.