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Luma Financial Technologies Employee Directory

Financial ServicesOhio, United States51-200 Employees

Luma Financial Technologies is a Cincinnati-based financial services company that operates an independent, multi-issuer platform for structured products and annuities. The platform serves broker-dealers and their advisors nationwide, helping them source, configure, compare, and price products tailored to individual client needs. It emphasizes advisor education and training, customizable deployment, and full product lifecycle support to help expand the scope of structured products and annuities in the market. It is described as an award-winning, global platform for structured products, annuities, and life insurance solutions. In April 2026, Luma announced a partnership with iPipeline to launch a Life Insurance operating system that provides a complete end-to-end experience.

Find Luma Financial Technologies employees' phone numbers or email addresses

Luma Financial Technologies Global Highlights

Location
Employees

North America
127

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  • United States Of America
    126
  • Canada
    1

Europe
17

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  • Portugal
    8
  • Switzerland
    6
  • United Kingdom Of Great Britain And Northern Ireland
    2
  • France
    1

Asia
7

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  • India
    7

South America
2

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  • Brazil
    2

Africa
1

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  • South Africa
    1

Luma Financial Technologies's Leadership

  • Stylized image of a person
    T. B.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    D. W.
    Chief Information Officer
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  • Stylized image of a person
    P. B.
    Head Of Marketing
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  • Stylized image of a person
    J. P.
    Head Of Artificial Intelligence
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  • Stylized image of a person
    G. S.
    Head Of Business Development And Sales - Switzerland
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  • Stylized image of a person
    A. E.
    General Counsel And Chief Human Resources Officer
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  • Stylized image of a person
    T. Y.
    Managing Director
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  • Stylized image of a person
    K. O.
    Director Of Special Projects
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Luma Financial Technologies Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Analytics
  • Product Management
  • Sales
  • Solutions Engineering
  • Other
  • Business Development
  • Operations
  • Banking
  • Finance
  • Entrepreneurship

Contact profiles from Luma Financial Technologies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. W.
    Chief Information Officer
    Phone icon
    United KingdomEngland
    Jul 22, 2026
  • Stylized image of a person
    A. E.
    General Counsel And Chief Human Resources Officer
    Phone icon
    Sep 24, 2024
  • Stylized image of a person
    T. B.
    Chief Executive Officer
    Phone icon
    Jul 29, 2026
  • Stylized image of a person
    P. B.
    Head Of Marketing
    Phone icon
    Jul 17, 2026
  • Stylized image of a person
    J. P.
    Head Of Artificial Intelligence
    Phone icon
    IndiaTelangana
    Jul 31, 2026
  • Stylized image of a person
    G. S.
    Head Of Business Development And Sales - Switzerland
    Phone icon
    SwitzerlandZurich
    Jul 25, 2026
  • Stylized image of a person
    T. Y.
    Managing Director
    Phone icon
    SwitzerlandZurich
    Jul 17, 2026
  • Stylized image of a person
    K. O.
    Director Of Special Projects
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    Jun 28, 2026
  • Stylized image of a person
    M. G.
    Director Of Engineering
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    May 23, 2026
  • Stylized image of a person
    R. M.
    Senior Product Owner And Executive Director
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    Oct 22, 2024

Frequently Asked Questions

What is Luma Financial Technologies known for?

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Luma Financial Technologies was founded in 2018 operates in the Financial Services industry. Explore Luma Financial Technologies's company overview page for more information.

What is Luma Financial Technologies's most common email format?

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Luma Financial Technologies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Luma Financial Technologies email formats with LeadIQ.

How many employees does Luma Financial Technologies have currently?

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Luma Financial Technologies has approximately 130 employees as of July 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are Luma Financial Technologies's key employees and leadership?

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As of July 2026, Luma Financial Technologies's key employees include:

  • Chief Executive Officer: T. B.
  • Chief Information Officer: D. W.
  • Head Of Marketing: P. B.
  • Head Of Artificial Intelligence: J. P.
  • Head Of Business Development And Sales - Switzerland: G. S.

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