Less Complexity. More Connectivity.
Better Outcomes.
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Discover Your Platform
Luma for Structured Products
Price, execute, and manage structured investments across issuers, with multi-issuer auctions, portfolio analytics, and automated best-execution documentation.
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Luma for Annuities
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Luma for Life Insurance
Quote, apply, and service life insurance across carriers, with side-by-side comparisons, integrated e-applications, and automated policy oversight.
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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
Wealth Management & Advisory
- Registered Investment Advisors (RIAs)
- Independent Financial Advisors (IFAs)
- Independent Hybrid (BD+RIA)
- Private Banks
- Family and Multi-Family Offices (MFOs)
- Independent Broker-Dealers (IBDs)
- External Asset Managers (EAMs)
- Trust Companies
Product Originators & Liquidity
- Issuers / Liquidity Providers
- Insurance Carriers
Institutional
- Asset Managers
- Turnkey Asset Management Providers (TAMPs)
- Hedge Funds
Distribution Intermediaries
- 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.
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 Brickell 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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Customize Luma for your firm