Luma Financial Technologies

Platform

Luma's Technology Solutions

Our advanced platform streamlines investment processes and empowers financial professionals with efficient, intuitive tools for better client outcomes.

get a demo →

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.
About

About Luma

Luma transforms investment technology through innovative solutions that simplify complexity and create transparency across the fintech marketplace.

learn more →

About Luma

Meet the experienced executives guiding our company’s vision.

Leadership Team

Meet the experienced executives guiding our company’s vision.

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.
Who We Serve
Who We Serve

We connect financial professionals and institutions with tailored technology solutions that enhance investment capabilities and distribution networks.

request more info →

Wealth Management & Advisory

Registered Investment Advisors (RIAs)

Family and Multi-Family Offices (MFOs)

Independent Financial Advisors (IFAs)

Independent Broker-Dealers (IBDs)

Independent Hybrid (BD+RIA)

External Asset Managers (EAMs)

Private Banks

Trust Companies

Product Originators & Liquidity

Issuers / Liquidity Providers

Insurance Carriers

Institutional

Asset Managers

Hedge Funds

Turnkey Asset Management Providers (TAMPs)

Distribution Intermediaries

Independent Marketing Organizations (IMOs)

Brokerage General Agencies (BGAs)

Brokers

Wholesalers

integrations →

APIs →

Geographies We Serve

US Market

Canadian Market

EMEA Markets

LATAM Markets
Insights
Contact

Platform

Luma's Technology Solutions

Our advanced platform streamlines investment processes and empowers financial professionals with efficient, intuitive tools for better client outcomes.

get a demo →

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.
About

About Luma

Luma transforms investment technology through innovative solutions that simplify complexity and create transparency across the fintech marketplace.

learn more →

About Luma

Meet the experienced executives guiding our company’s vision.

Leadership Team

Meet the experienced executives guiding our company’s vision.

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.
Who We Serve
Who We Serve

We connect financial professionals and institutions with tailored technology solutions that enhance investment capabilities and distribution networks.

request more info →

Wealth Management & Advisory

Registered Investment Advisors (RIAs)

Family and Multi-Family Offices (MFOs)

Independent Financial Advisors (IFAs)

Independent Broker-Dealers (IBDs)

Independent Hybrid (BD+RIA)

External Asset Managers (EAMs)

Private Banks

Trust Companies

Product Originators & Liquidity

Issuers / Liquidity Providers

Insurance Carriers

Institutional

Asset Managers

Hedge Funds

Turnkey Asset Management Providers (TAMPs)

Distribution Intermediaries

Independent Marketing Organizations (IMOs)

Brokerage General Agencies (BGAs)

Brokers

Wholesalers

integrations →

APIs →

Geographies We Serve

US Market

Canadian Market

EMEA Markets

LATAM Markets
Insights
Contact

Luma Insights

News and resources for financial professionals

Your All-In-One Alternative Investment Solutions Platform

Luma-Insperex

Uncategorized

Luma Financial Technologies to Power InspereX Structured Note Distribution for RIAs

December 3, 2025

Announcements

BlackRock Aladdin Adds Luma Structured Product Data to the Aladdin Wealth™ platform

November 20, 2025

Announcements

Luma Wins “Best Multi-Issuer Platform” at SRP Americas 2025

September 17, 2025

Tara Head of EMEA at Luma

Announcements

Luma Financial Technologies Appoints Tara York as Head of EMEA

September 16, 2025

Announcements

GenTwo and Luma Financial Technologies Announce Strategic Partnership: First AMC Products To Launch Q4 2025

September 2, 2025

PE Announcement

Announcements

Luma Financial Technologies Announces the Closing of a $63 Million Series C Investment Led by Sixth Street Growth

April 16, 2025