Luma Financial Technologies
Our advanced platform streamlines investment processes and empowers financial professionals with efficient, intuitive tools for better client outcomes.
Lifecycle Manager
Track performance and analytics throughout the investment lifecycle.
Product Marketplace
Compare investments and place orders with advanced analytics.
Creation Hub
Customize strategies with real-time optimization tools.
Learning Center
Access resources to stay compliant with investment strategies.
Annuities
Income-generating investment solutions for retirement planning and wealth preservation.
Life Insurance
Protection products offering financial security and tax-advantaged wealth transfer options.
Lifecycle ManagerTrack performance and analytics throughout the investment lifecycle.
Product MarketplaceCompare investments and place orders with advanced analytics.
Creation HubCustomize strategies with real-time optimization tools.
Learning CenterAccess resources to stay compliant with investment strategies.
Investments
Structured Notes
MLCDs, SMAs, AMCs
Structured Notes page coming soon!
Luma transforms investment technology through innovative solutions that simplify complexity and create transparency across the fintech marketplace.
About Luma
Meet the experienced executives guiding our company’s vision.
Leadership Team
Integration Partners
Strategic collaborations powering our solutions and client success.
Careers
Join our innovative team and grow your professional journey in a tech-forward environment.
Policies
Access essential company and privacy policies to ensure compliance and security.
We connect financial professionals and institutions with tailored technology solutions that enhance investment capabilities and distribution networks.
Wealth Management & Advisory
Product Originators & Liquidity
Institutional
Distribution Intermediaries
Geographies We Serve
US Market
Canadian Market
EMEA Markets
LATAM Markets
News and resources for financial professionals
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