About Luma Financial Technologies

The Award-Winning Luma Platform

Discover the superior technology that has earned Luma global recognition, making it the trusted platform for financial professionals to more easily manage and transact structured products and annuities.

Our Mission

Luma Financial Technologies began over 10 years ago with a mission to create a fully customizable, multi-product, multi-issuer, carrier neutral platform that took the complexities out of managing complex financial products, and give advisors smart solutions that they can believe in. Our award-winning platform, and our people, have earned Luma the privilege to partner with some of the largest financial institutions in the world, and helping Luma become the unquestioned global leader in financial technology that supports Structured Products.

While Luma has expanded into the Annuity category, and opened offices in Latin America and Europe, our award-winning global technology and our people remain true to our mission of transparency, objectivity and integrity, with a comprehensive, company-agnostic platform, clear pricing structures and customizable solutions. We are leading a global movement to bring bank leaders and advisors smart solutions they can really believe in.

Your Trusted and Transparent Partner

Luma is the trustworthy partner for bank leaders and advisors by providing the most transparent, objective, and easy-to-manage tools so they can help guide their clients towards a better financial future.

Discover the latest news and insights from Luma Financial Technologies:

Start With What You Know: Structured Product Information Hub for Advisors

See how ‘starting with what you know’ can elevate your alts conversation, leading to better client outcomes

Morningstar Launches Annuity Intelligence Center within Morningstar Advisor Workstation, Powered by Luma

The new platform runs on Luma’s innovative annuity technology and streamlines the annuity selection process for advisors

Luma Financial Technologies Announces Latest Partnerships Bolstering Annuity Platform Solutions

Luma is proud to announce the many new firms partnering to use our platform

Our Locations

Headquartered in Cincinnati, Luma has multiple locations across the globe.

Main Office: 425 Walnut St, 25th Floor, Cincinnati, OH 45202

Our offices are also located in New York, Miami, and Zürich.

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