Key facts
- It has raised $28.5M; the latest was Later Stage VC ($6.5M) in Feb 2025.
- Notable investors include FINTOP (US), EJF Capital, Atlantic Union Bank, Decathlon Capital Partners, JAM FINTOP.
- Status: Privately Held (backing).
Leadership
- Cathy JacksonDirector of Implementations
- Niki WhiteChief Growth Officer
- Robert MorrisonSenior Managing Director
- ·The complete investor list — 5 names
- ·Watchlist + deal alerts for Lumio (Financial Software)
- ·The full record, as it builds
Funding rounds
No funding rounds for Lumio (Financial Software) are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Lumio (Financial Software)
Developer of risk intelligence and intuitive performance management platform designed to inform and support banking executives and boards continuously. The company helps financial services companies with enterprise risk management, credit risk management, stress testing, acquisition due diligence, governance, strategy, regulatory, and risk services, enabling companies to navigate risk and drive growth.
- Sector
- Information Technology
- HQ
- Glen Allen, VA, United States
- Founded
- 2008
- Employees
- 57
- Website
- lumiosolutions.io/
- Ownership
- Privately Held (backing)
Lumio (Financial Software) doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Lumio (Financial Software) shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Lumio (Financial Software) in its N-PORT filings yet. We sweep new filings monthly.