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Luma Financial Technologies
United States
- Cincinnati, Ohio
- 17/04/2025
- Series C
- $63,000,000
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.
- Industry Financial Services
- Website https://lumafintech.com/
- LinkedIn https://www.linkedin.com/company/lumafintech/
Related People
Timothy BonacciFounder
United States -
Cincinnati, Ohio
President and CEO of Luma Financial Technologies with 20 years demonstrated history of working in the financial services industry, including senior positions at two of the country’s top super regional banks. Strong professional skilled in Securities, Management, Financial Services, Wealth Management, and Banking.
Experienced entrepreneur in the financial services and fintech space. Established Luma, a fintech platform designed to grow the structured products market by helping advisors and institutions more easily understand, offer and manage market-linked investments.
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