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Company · Wealth insurance advisor software

Luma Financial Technologies

As of 30 October 2026, Luma Financial Technologies has 17 open roles (9 new in 30 days), its sales team is hiring most, and its postings name Amazon Web Services, Jira and SQL as the tools the team works in.

As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Cincinnati, United States51-200 employees10M-50M revenue, est.B2Blumafintech.com ↗LinkedIn ↗
Headquarters
Cincinnati, Ohio, United States
Employees
51-200 employees (linkedin)
Sells to
wealth management and advisory, registered investment advisors, independent financial advisors
Certifications on site
Site languages
EN, NL, FR, IT, PT, ES, SV
Career system
Rippling
17open roles · 9 new in 30 days
14tools named in postings
Canada, Switzerland, United Kingdom, India, Portugal, United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Luma Financial Technologies in one screen

Read from lumafintech.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Luma Financial Technologies does

Luma Financial Technologies is a software platform provider for structured products, annuities, and life insurance that serves wealth management, advisory, and asset management businesses. Its offerings include the creation hub, product marketplace, lifecycle manager, and learning center. The platform is available across the US, Canada, EMEA, and LATAM.

structured products platformannuities platformlife insurance platformcreation hubproduct marketplacelifecycle managerlearning centerintegration partners
Whom it sells to

Named on the site: wealth management and advisory, registered investment advisors, independent financial advisors, private banks, asset managers, hedge funds, brokers, insurance carriers.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 587 scored.

Luma FinanztechnologienUnited States · 51-200 employeesHalo InvestingUnited States · 51-200 employeesTandemsUnited States · 201-500 employeesUSA FinancialUnited States · 51-200 employeesINSURASALESUnited States · 51-200 employeesPCSGreece · 51-200 employees
03Tech stack, with the evidence

What Luma Financial Technologies says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Amazon Web ServicesSoftware engineering · high confidence · 8 postings
• Basic SQL and Python; our tech stack is built on AWS.
Client Relationship Manager Associate, Europe · first seen 2026-08-05
JiraProduct, program & project management · high confidence · 4 postings
• Use Luma's AI-DLC process together with AI design tools, Jira's AI-enabled backlog and ticket-generation features, and other emerging technologies to accelerate discovery, documentation, and execution.
Product Owner, Asset Management · first seen 2026-07-09
SQLhigh confidence · 3 postings
• Database & Data Fixes: Execute safely managed SQL queries, data migrations, or manual record reconciliations when required.
Production Support Engineer · first seen 2026-09-22
KubernetesSoftware engineering · high confidence · 3 postings
They own everything from AWS infrastructure and Kubernetes clusters to CI/CD pipelines, monitoring, and alerting.
Site Reliability Engineer · first seen 2026-08-05
Amazon EKSSoftware engineering · high confidence · 1 posting
• Keep our Kubernetes clusters on AWS EKS running smoothly, secure, and ready to scale.
Site Reliability Engineer · first seen 2026-08-05
TerraformSoftware engineering · high confidence · 1 posting
• Automate infrastructure with Terraform and Infrastructure-as-Code, reducing manual effort and human error.
Site Reliability Engineer · first seen 2026-08-05
Claude CodeSoftware engineering · medium confidence · 5 postings
• Comprehensive experience in agentic coding with AI tools like Claude Code and AWS Kiro
Senior Software Development Engineer · first seen 2026-08-05
Pythonmedium confidence · 4 postings
• Automation: Write scripts (Bash, Python, PowerShell) to automate repetitive operational tasks, log parsing, and monitoring alerts.
Production Support Engineer · first seen 2026-08-05
HubSpotmedium confidence · 2 postings
• Experience with CRM and sales engagement tools (e.g., Salesforce, HubSpot, Outreach, LinkedIn Sales Navigator)
Business Development Representative · first seen 2026-07-09
Anthropicmedium confidence · 1 posting
• Experience with Jira, Figma, Anthropic, OpenAI, and openness to adopting new AI-enabled productivity tools.
Product Owner, Asset Management · first seen 2026-10-22
Claude Coworkmedium confidence · 1 posting
• The ability to use AI driven tools such as Claude Code, Cowork and Draw to quickly create prototypes that can be used as the basis for demonstrations, requirements refinement and test considerations is a key requirement for this role.
Product Owner, Asset Management · first seen 2026-10-22
Figmamedium confidence · 1 posting
• Experience with Jira, Figma, Anthropic, OpenAI, and openness to adopting new AI-enabled productivity tools.
Product Owner, Asset Management · first seen 2026-10-22
Google Sheetsmedium confidence · 1 posting
• Strong proficiency in Excel and/or Google Sheets and comfort with large datasets; proficiency in Microsoft Office (Word, Excel, PowerPoint).
Client Relationship Manager Associate, Europe · first seen 2026-10-22
LinkedInSales · medium confidence · 1 posting
• Run consistent outbound outreach via phone, email, LinkedIn, and event follow-up to generate qualified meetings
Business Development Representative · first seen 2026-10-20
On the website or in DNS

Vendors whose code loads on lumafintech.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

HubSpotseen on lumafintech.com
Amazon SESseen on lumafintech.com
amazon_web_servicesseen on lumafintech.com
Anthropicseen on lumafintech.comAtlassianseen on lumafintech.com
AWS Route 53seen on lumafintech.com
Dynatraceseen on lumafintech.com
Microsoft 365seen on lumafintech.com
Microsoft Entra IDseen on lumafintech.com
microsoft_intuneseen on lumafintech.com
microsoft_teamsseen on lumafintech.com
northpassseen on lumafintech.comOktaseen on lumafintech.comSendGridseen on lumafintech.com
zoho_campaignsseen on lumafintech.com
zoho_creatorseen on lumafintech.com
zoho_mailseen on lumafintech.com
zoho_workdriveseen on lumafintech.com
04Hiring

17 open roles, 17 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring sales in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Luma Financial Technologies, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Luma Financial Technologies to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Luma Financial Technologies

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 587 scored.

Luma FinanztechnologienWealth management general · United States51-200 employees
Halo InvestingWealth insurance advisor software · United States51-200 employees
TandemsWealth insurance advisor software · United States201-500 employees
USA FinancialWealth management general · United States51-200 employees
INSURASALESWealth insurance advisor software · United States51-200 employees
PCSWealth insurance advisor software · Greece51-200 employees
07Profile

From the company's own website

Legal nameLuma Financial Technologies
IndustryTechnology & software · Wealth insurance advisor software
Offeringsstructured products platform · annuities platform · life insurance platform · creation hub · product marketplace · lifecycle manager · learning center · integration partners
Target customerswealth management and advisory · registered investment advisors · independent financial advisors · private banks · asset managers · hedge funds · brokers · insurance carriers
Geographic scopeinternational · also Czechia
Reviews found
Public contact points2 role addresses · 3 phone numbers
Pages readprivacy, pricing, team, machinery, home, contact, careers
Datescrawled 2026-08-07 · profiled 2026-08-16 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Luma Financial Technologies (Cincinnati, United States, 51-200 employees) has 17 open roles, 9 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/lumafintech.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from lumafintech.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Rippling career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Luma Financial Technologies: questions

Does Luma Financial Technologies use Amazon Web Services?

Yes, by the company's own words: 8 postings name it, first seen 2026-08-05, in the software engineering team.

Is Luma Financial Technologies hiring?

17 open roles as of 30 October 2026, 9 opened in the last 30 days and 3 closed. The largest team hiring is sales.

Where does this profile come from?

From lumafintech.com itself: we crawled it on 2026-08-07, built the profile on 2026-08-16, and read its career site (Rippling) hourly since. Headcount is from LinkedIn.

Who should I write to at Luma Financial Technologies?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 2 public role addresses from the site are there too.

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