Discover superior technology that makes complex investing simple

Luma Financial Technologies is the go-to partner for financial professionals who value transparency, objectivity, and ease of use in their investment management tools. Discover innovative solutions to accessing alternative investments.

Key Benefits As Your End-To-End Solution For Simplifying Alternative Investments.

Gain your competitive edge with Luma Financial Technologies, your go-to platform embraced by institutions and financial professionals worldwide.

Luma delivers a fully customizable, independent buy-side technology solution to effortlessly discover, research, purchase, and manage alternative investments with unparalleled efficiency.

Balanced & unbiased investment marketplace

Fully customizable experience

Buy-side focus

Compliance and suitability configurations

Client success team for ongoing support

Industry-leading innovation & solutions

Learn

Create

Explore

Manage

Learn

Discover Luma's Learning Center

Learn how to leverage structured products and annuities

Unlock market-leading digital education & training resources

Satisfy compliance mandates through training-linked access

Create

Discover Luma's Creation Hub

Create custom deals and take ownership of the entire price discovery process

Effortlessly design & price tailored investment solutions

On-demand analytics to optimize client transactions

Explore

Discover Luma's Product Marketplace

Customizable order entry system, built for efficiency, speed, and compliance

Instantly select and compare a wide range of investments

Innovative data modeling and insights to evaluate structured products and annuities

Manage

Discover Luma's Lifecycle Manager

Monitor transactions from one centralized location

Automated notifications so you never miss a product lifecycle event

Quickly download post-trade documentation and performance reports

Luma's Global Innovative Transparent Powerful Next Gen Network

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Client Testimonials

"While annuities aren’t new to the US market, making sure each client is matched with the best product to meet their unique goals requires a lot of research. With Luma Compare, we’re able to instantly compare projected growth and income on three products at once. This saves a lot of time and give us more opportunities to elevate the services we provide to our clients."

Jim N.

"Luma’s innovative platform provides an invaluable solution that lets me quickly create, assess, and manage custom deals for my clients’ portfolio solutions."

Ben B.

"As my clients’ trusted advisor, it’s my responsibility to make sure I’m not only doing what’s in their best interest, but exploring product solutions to drive the optimal outcomes that my clients have come to expect. Luma makes it easy to manage my alt business by creating and submitting custom deals directly to the issuers I want to do business with."