Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system. Its education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, our post-sales support provides life cycle support to ensure that advisors andclients are maximizing their purchases.It was founded in 2018 and headquartered in Cincinnati, Ohio.

FinTech

Retail

Luma Financial Technologies

Timothy Bonacci

Zack Ward

Yizhou S.

Vamshi M.

Shakib Azad

Sebastian Martin

Richard Oppong Boakye

Talpa U.

Mike Hoelle

Lee Sines

Kana Mishra

Josh Shavers

Jacob Huiet

Fung Yeung

Brian Mo

Brendon Welsh

Andrew Chen

Allison Chang

Apollos Severe 🇭🇹

Uttam R Sali

Michael Tamkin

Jeevan Pulugu

Christian Martinez

Andrew Cui

Alex Todorovic

Lily Howe

Nicholas Chmura

Tara York, CFA

Stephen Bodurtha

Rafael Salvatierra

Pablo Ortega

Josh Lane

Fernando Concha Bambach

Donald Pogan

David Wood

Chris Olson

Brady Beals, CFA, CAIA

Bob Jenkins

Alex Weil

Steven Acosta

Software Development Team

Directors and Managers

Product and Data Analysis Team

Marketing and Sales

Client Relations and Success

Leadership Team

Teams at Luma Financial Technologies