Luma Financial Technologies
Luma Financial Technologies is a financial services company that provides a platform for structured products, annuities, and life insurance, used by broker dealers and advisors nationwide. The company has raised $100M in funding and employs 132 people. Luma Financial Technologies offers a platform that enables broker dealers and financial advisors to source, configure, compare, and price structured products and annuities. The platform is designed to meet specific investment needs of customers, with features like education and training capabilities, customizable deployment, and product lifecycle support. The company has raised $100M in funding, with its latest Series C round in April 2025. Its investor base includes major financial institutions like Bank of America, Morgan Stanley, and UBS. Luma employs 132 people, with engineering being the largest function, comprising 39 employees.
The growth story
Luma Financial Technologies grew from 92 to 132 employees between 2021 and 2026, raising $100M along the way, most recently a Series C in April 2025.
About
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products, annuities, and life insurance. 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.
Founders and leadership
Engineering is the largest function at Luma Financial Technologies, with 39 employees. The company is headquartered in Cincinnati, Ohio, and has a median tenure of 2 years among its employees.
The Luma Financial Technologies org chart
Timothy Bonacci (President & CEO) leads 49 mapped leaders with 5 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Engineering 42 (+27% YoY), Business Development 16 (+14% YoY), Information Technology 15 (+25% YoY), Sales 9 (+29% YoY), Finance 7 (+17% YoY), Operations 6 (+200% YoY).
Talent flow
Luma Financial Technologies hires talent primarily from companies like Fidelity Investments, Accenture, and Cognizant. Alumni often move to companies such as Farther, Callibrity, and Socure. The top schools for Luma employees include the University of Cincinnati, Northern Kentucky University, and the University of Kentucky.
Most common previous employers of Luma Financial Technologies staff: Fidelity Investments (5), Accenture (4), Cognizant (4), Tata Consultancy Services (4), Amazon (3), Success Academy Charter Schools (3). Former Luma Financial Technologies employees most often moved to Farther (7), Callibrity (2), Socure (2), Quanata (2), Navian Capital (2), Bloomberg (2).
Alumni worth knowing
The Luma Financial Technologies mafia
Luma Financial Technologies alumni have founded three companies, including ArgyleEnigma Tech Labs, SunShade, and EhloSports.
3Akash Parekh, was Senior Software Engineer until 2022Tymz Pollack, MBA, was Senior Software Engineer until 2021Joshua Warrick, was Senior Devops Engineer until 2022Web traffic
Traffic mix: 71% direct, 21% search, 1% social, 1% paid.
What this company is made of
Most common skills at Luma Financial Technologies: SQL (49), Java (36), Python (Programming Language) (36), Microsoft Office (34), Leadership (31), Microsoft Excel (31), JavaScript (29), HTML (28).
Where the team actually sits
Luma Financial Technologies people are concentrated in Ohio, United States (27), New York, United States (12), Cincinnati Metropolitan Area (11), New York City Metropolitan Area (8).
Search footprint
Luma Financial Technologies attracts about 344 organic search visits a month, traffic worth roughly $1K a month if bought through ads. It gained 114 ranking keywords and lost 141 in the last period.
What employees say
- Compensation
- 3.60 / 5
- Career opportunities
- 3.20 / 5
- Senior management
- 3.10 / 5
- Work-life balance
- 3.30 / 5
Frequently asked
Luma Financial Technologies has 132 employees as of September 2026.
Luma Financial Technologies has raised $100M in total, most recently a Series C round in April 2025.
Timothy Bonacci (President & CEO) sits at the top of Luma Financial Technologies's reporting structure, with 5 direct reports.
The most common previous employers of current Luma Financial Technologies staff are Fidelity Investments (5 people), Accenture (4 people), Cognizant (4 people).
Former Luma Financial Technologies employees most often move to Farther (7), Callibrity (2), Socure (2).
At least 3 companies have a founder who previously worked at Luma Financial Technologies, including ArgyleEnigma Tech Labs, SunShade, EhloSports.
Luma Financial Technologies attracts about 344 organic search visits a month, worth roughly $1K a month in equivalent ad spend.
The most common skills among Luma Financial Technologies staff are SQL, Java, Python (Programming Language), Microsoft Office, Leadership.
Luma Financial Technologies staff are concentrated in Ohio, United States (27), New York, United States (12), Cincinnati Metropolitan Area (11).
Luma Financial Technologies has about 42 people in Engineering, up 27% over the past year, as of September 2026.
Luma Financial Technologies has about 16 people in Business Development, up 14% over the past year, as of September 2026.
Computed from 108 current and 168 former Luma Financial Technologies profiles, as of September 2026. Source: Crustdata.
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