Fundraising Fox
Luma Financial Technologies
Cincinnati, US · Founded 2018 · Delaware LLC · 4 known investors
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Buy-side technology platform for discovering and managing alternative investments.
Founders & leadership
DP
Donald PoganChief Product OfficerDonald Pogan is Chief Product Officer at Luma Financial Technologies, leading the company's product strategy across its suite of modules. He previously served as Chief Operating Officer and has spent nearly a decade at the company working on fintech product development, including order management and platform architecture.
TJ
Timothy J. BonacciPresident & CEOTimothy J. Bonacci held senior positions at two top-tier super regional banks and brings 20 years of experience in financial services. He founded Luma Financial Technologies, a fintech platform that helps advisors and institutions manage market-linked investments.
RP
Robert P. JenkinsExecutive
HF
Henry FlowersNamed on SEC filing
Board
EA
Elliott AppelBoard director
ZW
Zheng WangBoard director
AG
Alex GoodmanBoard director
SL
Sterling LapinskiBoard director
VS
Vanessa SimonettiBoard director
WH
William HolliganBoard director
SB
Stephen BodurthaBoard director
Investors · 4
Sixth Streetlisted by Sixth StreetSan Francisco · $50M – $2.5B
How we know: Sixth Street's portfolio page · fintechfutures.com · Not right? Tell us
Bank of AmericareportedNew York
How we know: funding news · Not right? Tell us
Morgan StanleyreportedPurchase
How we know: funding news · Not right? Tell us
UBSreportedZurich
How we know: funding news · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$100M disclosed across 3 rounds · 2020–2025
▶$62.9MraisedApr 2025 · 6 investors · Other TechnologyRule 506(b)
▶$62.9MraisedApr 2025 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- William HolliganDirector
- Stephen BodurthaDirector
- Elliott AppelDirector
- Zheng WangDirector
- Alex GoodmanDirector
- Sterling LapinskiDirector
- Gim LauExecutive Officer
- Vanessa SimonettiDirector
- Donald PoganExecutive Officer
- Timothy J. BonacciExecutive Officer, Director
- Robert P. JenkinsExecutive Officer
- Offering amount
- $62.9M
- Amount sold
- $62.9M
- Minimum investment
- $2.8M
- Finders' fees
- $2.6M
- Proceeds to insiders
- $1M
- Placement agents
- Broadhaven Securities LLC
- First sale
- Apr 2025
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06b
▶$30.1MraisedDec 2021 · 4 investors · Other TechnologyRule 506(b)
▶$30.1MraisedDec 2021 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Sterling LapinskiDirector
- Eric GlicksmanDirector
- Zheng WangDirector
- Rafael SalvatierraDirector
- Donald PoganExecutive Officer
- Stephen BodurthaDirector
- Vanessa SimonettiDirector
- Timothy J. BonacciExecutive Officer, Director
- Robert P. JenkinsExecutive Officer
- Offering amount
- $75.1M
- Amount sold
- $30.1M
- Minimum investment
- $5M
- Finders' fees
- $3.1M
- Placement agents
- Broadhaven Securities LLC
- First sale
- Dec 2021
- Incorporated
- Limited Liability Company, Delaware, 2018
- Federal exemptions
- 06b
▶$7MraisedMay 2020 · 3 investors · Other TechnologyRule 506(b)
▶$7MraisedMay 2020 · 3 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Sterling LapinskiDirector
- Henry FlowersDirector
- Donald PoganExecutive Officer
- Zheng WangDirector
- Timothy J. BonacciExecutive Officer, Director
- Stephen BodurthaDirector
- Bob JenkinsExecutive Officer
- Offering amount
- $22M
- Amount sold
- $7M
- Minimum investment
- $250K
- First sale
- Apr 2020
- Incorporated
- Limited Liability Company, Delaware, 2018
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does Luma Financial Technologies do?
- Buy-side technology platform for discovering and managing alternative investments.
- Who are Luma Financial Technologies's investors?
- Luma Financial Technologies's investors include Sixth Street, Bank of America, Morgan Stanley, UBS.
- How much funding has Luma Financial Technologies raised?
- Luma Financial Technologies has disclosed $100M raised across 3 rounds.
- Where is Luma Financial Technologies headquartered?
- Luma Financial Technologies is headquartered in Cincinnati, US.