Luma Financial Technologies Information

View Top Employees from Luma Financial Technologies

At Luma Financial Technologies, we're building the core operating system for modern wealth management. As an independent, multi-issuer and multi-carrier ecosystem, we're empowering financial professionals to seamlessly research, manage, and transact across structured products, annuities, life insurance, and asset management. Fusing an intuitive, advisor-first platform with objective guidance, robust education, and dedicated support, we're driving global distribution firms forward from our strategic bases in Cincinnati, New York City, Miami, Zurich, and Lisbon.

Website	http://www.lumafintech.com/
Employees	133 (102 on RocketReach)
Founded	2018
Address	425 Walnut St, Cincinnati, Ohio 45202, US
Technologies	JavaScript , HTML , PHP +52 more (view full list)
Industry	Financial Services, Banking, Lending and Investments, E-Commerce, Commerce and Shopping, Retail
Keywords	Financial Technology Platform, Advisor Platform, Investment Platform, Wealth Management Platform, Financial Advisor Tools, Fintech Solutions, Wealthtech Solutions, Investment Technology, Brokerage Technology, Advisor Technology, Financial Planning Platform, Independent Platform
Competitors	Cedar, Zywave, Blockchain Capital LLC, Fidelity Investments, Wealthfront, Betterment, Robinhood, ETRADE Bank c/o ETRADE Financial, LLC, Schwab Advisor Services, Acorns +42 more (view full list)

Luma Financial Technologies Questions

Who is the President and CEO of Luma Financial Technologies?

Timothy Bonacci is the President and CEO of Luma Financial Technologies.

How many people are employed at Luma Financial Technologies?

102 people are employed at Luma Financial Technologies.

Where is Luma Financial Technologies based?

Luma Financial Technologies is based in Cincinnati, Ohio.

Top Luma Financial Technologies Employees

Timothy Bonacci

President and CEO at Luma Financial Technologies

Cincinnati, OH, US
3
- naviancapital.com
- aol.com
- lumafintech.com
5+
- +1 513-487-XXXX
- +1 513-281-XXXX
- +1 513-252-XXXX
- +1 502-758-XXXX
- +1 513-271-XXXX
- +1 513-328-XXXX
Bob Jenkins

Chief Financial Officer at Luma Financial Technologies

Cincinnati, OH, US
2
- naviancapital.com
- lumafintech.com
1
- +1 513-435-XXXX
Gim Lau

Chief Operating Officer at Luma Financial Technologies

New York, United States
2
- gmail.com
- lumafintech.com
4
- +1 248-221-XXXX
- +1 212-296-XXXX
- +1 917-887-XXXX
- +1 347-307-XXXX
Josh Lane

Chief Information Security Officer at Luma Financial Technologies

Cincinnati, OH, US
3
- gmail.com
- lumafintech.com
- yahoo.com
5+
- +1 706-407-XXXX
- +1 513-828-XXXX
- +1 903-744-XXXX
- +1 580-380-XXXX
- +1 760-525-XXXX
- +1 731-693-XXXX
Edward James

Chief Financial Officer at Luma Financial Technologies

United States
2
- hotmail.com
- lumafintech.com
5
- +1 205-937-XXXX
- +1 770-977-XXXX
- +1 404-213-XXXX
- +1 770-390-XXXX
- +1 334-418-XXXX
Bryan Thompson

Chief Information Security Officer at Luma Financial Technologies

New York, NY, US
2
- gmail.com
- lumafintech.com
2
- +1 203-945-XXXX
- +1 332-222-XXXX
Brady Beals

Managing Director, Head of Investment Solutions at Luma Financial Technologies

Cincinnati, OH, US
2
- lumafintech.com
- gmail.com
1
- +1 513-770-XXXX
Scott Bair

Vice President, Product Owner - Insurance at Luma Financial Technologies

Cincinnati, OH, US
2
- hotmail.com
- lumafintech.com
5
- +1 719-671-XXXX
- +1 605-528-XXXX
- +1 614-264-XXXX
- +1 330-722-XXXX
- +1 614-996-XXXX
Pablo Ortega

Managing Director at Luma Financial Technologies

New York, NY, US
4
- hotmail.com
- comcast.net
- lumafintech.com
- gmail.com
4
- +1 347-703-XXXX
- +1 646-882-XXXX
- +1 718-539-XXXX
- +1 574-344-XXXX