Less Complexity. More Connectivity.
Better Outcomes.

Luma brings together every part of your structured investments, annuities, and life insurance business — from education to execution to lifecycle management. One operating system that replaces the patchwork.
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Luma for Structured Investments →
Luma for Annuities →
Luma for Life Insurance →

Best Multi-Issuer Platform
SRP AMERICAS AWARDS

Best Technology Provider
SRP AMERICAS AWARDS

Technology Innovation Award
BISA AWARDS

Best Structured Product
Technological Solution
SRP AMERICAS AWARDS

1. LEARN

1
LEARN

2. CREATE

2.
CREATE

3. INVEST

3.
INVEST

4. MANAGE

4.
MANAGE

Explore a wide array of marketing materials, essential training programs, and investment resources. Stay informed, compliant, and ahead of industry trends by mastering the latest investment strategies and alternatives to better serve your clients.

Discover Luma's Learning Center →

Effortlessly tailor investment strategies with our intuitive interface. Customize product features to meet your clients’ objectives and utilize on-demand analytics and pricing tools to optimize transactions.

Discover Luma's Creation Hub →

Easily access your firm-approved investment options and use cutting-edge tools to compare investments and seamlessly place orders. Utilize advanced analytics and insights to find the right opportunity for your clients.

Discover Luma's Product Marketplace →

Enhances workflows to ensure transparency across the entire product lifecycle. It’s supported by on-demand performance reporting, event tracking, and advanced portfolio analytics for confident, data-driven management.

Discover Luma's Lifecycle Manager →

Built for the World's Leading Financial Professionals

Luma is purpose-built for the diverse needs of today’s financial ecosystem. Whether you’re sourcing products, managing client portfolios, or scaling distribution networks, our platform helps professionals and institutions drive better outcomes across the US, Canada, EMEA, and LATAM.

Who We Serve

  • Issuers / Liquidity Providers
  • Insurance Carriers
  • Asset Managers
  • Turnkey Asset Management Providers (TAMPs)
  • Hedge Funds
  • Brokers
  • Independent Marketing Organizations (IMOs)
  • Brokerage General Agencies (BGAs)
  • Wholesalers

Seamlessly Fits Into Your Existing Tech Stack

Luma’s open architecture ensures seamless integration with your existing technology.

Discover Luma's Integration Partners

Luma's Global Presence

Luma Headquarters - Cincinnati Office

425 Walnut St. Floor 25 | Cincinnati, OH, USA

Luma New York City Office

19 W 44th St. Floor 10, Suite 1000 | New York, NY, USA

Luma Miami Office

1111 Brickwell Ave., Floor 11 | Miami, FL, USA

Luma Lisbon Office

Av. D. João II, Nº 35, 10ºC | Lisbon, Portugal

Luma Zürich Office

Talacker 21, 8001, Floor 5, Suite 507 | Zürich, Switzerland

Enhance your financial services with Luma's innovative technology

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