FormDSignal
65

Luma Financial Technologies, LLC raises $62.9M under Reg D

Company raise · Closed · CINCINNATI, OH · Form D filed 2025-04-22
$50M+ raiseFirst raise on EDGARPlacement agent engaged

Why now — by persona

Relevant to: Executive & technical recruiting, B2B software & services sales, Commercial banking / treasury, D&O and management-liability insurance, Outsourced accounting / CFO. Lead card pending.

People on the filing

William P. HolliganDirector
Stephen P. BodurthaDirector
Elliott P. AppelDirector
Zheng P. WangDirector
Alex P. GoodmanDirector
Sterling P. LapinskiDirector
Gim P. LauExecutive Officer
Vanessa P. SimonettiDirector
Donald P. PoganExecutive Officer
Timothy J. BonacciExecutive Officer, Director
Robert P. JenkinsExecutive Officer

Signed by Timothy J. Bonacci, Chief Executive Officer.

Placement agents / sales compensation: Broadhaven Securities LLC

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.