Luma Insights:

Luma Financial Technologies Announces Latest Partnerships Bolstering Annuity Platform Solutions

As the year draws to a close, Luma continues to extend its value proposition. By adding a new group of independent and bank broker/dealer firms, IMOs, multiple insurance carriers, and several new product features to the platform, the Luma Annuities experience has been elevated for advisors across North America and beyond.

Our latest partners include:

  • Specialty Insurance Partners Group
  • CPS Insurance Services
  • InSource
  • JW Cole
  • Key Investment Services
  • Safe Harbor
  • WealthVest

“We’ve made great progress on our mission to simplify product complexities and use innovative technology to improve advisor experiences and client outcomes, especially in the annuity space,” said Keith Burger, Head of Distribution at Luma Financial Technologies. “While annuities are not a new asset class, they have greatly evolved over the years and are growing in popularity, especially considering the recent uncertainty and volatility in financial markets. We’re excited to bring our annuity solutions to so many organizations and advisors who share our vision.”

Since Luma’s expansion into the annuity space, innovative enhancements, such as the launch of Luma Compare and Replacement Analysis, have increased advisor usage and efficiency within the platform. These advanced technology features provide users with comparison functionality, streamlined processes, top-quality training and compliance systems, and a wide range of annuity carriers, all in one portal. These client solutions include fee-only and commissionable products for RIAs and comprehensive financial advisors to cover all annuity product sets. 

For more information on Luma’s annuity solutions, visit

About Luma Financial Technologies

Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side technology platform that helps finance teams more efficiently learn about, create, order, and manage market-linked investments such as structured products, annuities, and more.

Launched in 2011, Luma is one of the largest and longest-tenured structured product platforms in the U.S. market and is used by broker/dealer firms, RIA offices, and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments. This includes education and certification; creation and pricing of custom structures; electronic order entry; and post-trade actions. Luma is a multi-issuer, multi-wholesaler, and multi-product, thus providing teams with an extensive breadth of market-linked investments to best meet clients’ specific portfolio needs.

Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Zurich, Switzerland, and Miami, FL. For more information, please visit Luma’s website, or follow us on LinkedIn and Twitter.