Luma Financial Technologies Secures $63M Series C to Power Next-Gen Structured Products Platform

Luma Financial Technologies, a leader in the structured products and annuities space, is proud to announce that it has successfully raised $63,000,000 in its latest funding round. This significant capital infusion reinforces Luma’s commitment to providing the premier, independent, multi-issuer platform sought by broker dealers and advisors nationwide. Over nearly a decade, Luma’s award-winning platform has revolutionized the way financial professionals source, configure, compare, and price structured products and annuities, ensuring that they meet the specific investment needs of their clients. The company’s advisor-centric design, complemented by its renowned education and training capabilities, empowers advisors to navigate the complexities of financial products with confidence and clarity. The freshly raised funds will be strategically deployed to further enhance the platform’s fully customizable deployment and comprehensive product lifecycle support. This funding will enable Luma to accelerate innovations aimed at streamlining processes for advisors and expanding its market reach. In addition, the capital will support ongoing investments in technology and compliance infrastructure, ensuring that the business remains resilient and adaptive in the rapidly evolving financial landscape. With these improvements, Luma aims to drive even greater adoption and growth in the structured products and annuities market, benefiting advisors and their customers alike. The infusion of $63 million marks a pivotal moment in the company’s journey, reaffirming investor confidence and setting the stage for sustained strategic expansion in the coming years.