Company profile: Luma Financial Technologies
1.1 - Company Overview
Company description
- Provider of an independent multi-issue platform offering a customizable order entry system for banks, brokers, and dealers, with tools to select and compare investments and evaluate structured products and annuities, annuity comparison, a hub to design, price, and transact tailored solutions with analytics, centralized lifecycle monitoring with notifications and performance reports, and a learning center for digital education and compliance.
Products and services
- Luma's Product Marketplace: An enterprise-grade customizable order entry system enabling banks, brokers, and dealers to select and compare investments using data modeling and insights for evaluating structured products and annuities
- Luma's Creation Hub: A custom-engineered platform enabling financial professionals to engineer, price, and transact tailored investment products, with on-demand analytics throughout the creation and execution process
- Luma's Lifecycle Manager: A workflow-automated tool to monitor transactions centrally, issuing automated notifications and supplying downloadable post-trade documentation and performance reports for ongoing oversight
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Luma Financial Technologies
RealBlocks
HQ: United States
Website
- Description: Provider of a technology platform for online access to alternative investments, enabling investment managers to distribute custom alternative funds via financial advisors and institutions. Offers an integrated portal, Mission Control, SPV platform, secondary trading, fund setup, and virtual data rooms to manage the full fund lifecycle, including onboarding, KYC/AML, distribution, and analytics.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Mergermarket
HQ: United States
Website
- Description: Provider of information services as an agency.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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Virtus Partners
HQ: United States
Website
- Description: Provider of fixed-income collateral administrative services and data for structured and non-structured transactions across investment vehicles including hedge funds, private equity funds, separate accounts, collateralized loan obligations (CLOs), and total return swaps (TRS).
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Virtus Partners company profile →
SparkFin
HQ: United States
Website
- Description: Provider of a natively mobile stock discovery platform to instantly create, share, and find stock ideas; an early-stage, San Diego, California-based fintech focused on mobile.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full SparkFin company profile →
ICD
HQ: United States
Website
- Description: Provider of an agnostic investment technology portal for treasury organizations to access and trade money market funds and other short-term investments, offering ICD Portal, Transparency Plus for exposure visibility, AI-powered ICD Portfolio Analytics for portfolio risk analysis and reporting, Global Desk Services for client support, and Integration Services to streamline treasury workflows.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full ICD company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Luma Financial Technologies
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Luma Financial Technologies
2.2 - Growth funds investing in similar companies to Luma Financial Technologies
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4 - Top valuation comps for Luma Financial Technologies
4.2 - Public trading comparable groups for Luma Financial Technologies
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