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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.

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    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.

    Luma's Technology Solutions

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

    get a personalized 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.

    Investments

    Annuities

    Life Insurance

    Structured Notes

    MLCDs, SMAs, AMCs

    Structured Notes page coming soon!

  • About

    About Luma

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

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    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.

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    Wealth Management & Advisory

    • Registered Investment Advisors (RIAs)
    • Independent Financial Advisors (IFAs)
    • Independent Broker-Dealers (IBDs)
    • Independent Hybrid (BD+RIA)
    • Family and Multi-Family Offices (MFOs)
    • 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 →

    Geographies We Serve

    US Market

    Canadian Market

    EMEA Markets

    LATAM Markets

  • Insights
  • Contact
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Luma Insights

News and resources for financial professionals

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Your All-In-One Alternative Investment Solutions Platform

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PE Announcement
Announcements

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

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April 16, 2025
Announcements

Insigneo Partners with Luma Financial Technologies to Upgrade Structured Note Product Capabilities and Advisor Efficiencies

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April 1, 2025
Announcements

Ensight and Luma Financial Technologies Partner to Transform the Life & Annuity Sales Experience for Financial Professionals

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March 4, 2025
Blog

How Technology Simplifies Portfolio Management for Market-Linked Notes

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January 29, 2025
Announcements

Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities

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November 14, 2024
Announcements

Luma Raises the Bar at the Structured Retail Products Event: SRP Americas 2024 Best Technology Provider

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October 14, 2024
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Quick Links
  • PLATFORM
    • Lifecycle Manager
    • Product Marketplace
    • Creation Hub
    • Learning Center
    • Annuities
    • Life Insurance
  • About
    • About Luma
    • Integrations
    • Leadership Team
    • Careers
    • Policies
  • Insights
  • Contact Us
Get In Touch

425 Walnut St Floor 25
Cincinnati, OH 45202

  • support@lumafintech.com
  • 844-844-5862
  • Mon-Fri 9:00AM - 8:30PM EST

Use of these websites is intended for financial professionals and generally not for use with the public. The information is not intended as, nor should it be construed as legal, tax, or investment advice. Further, none of the information contained on this platform constitutes an offer by Luma Financial Technologies, LLC or its subsidiaries to sell any investment products in any jurisdiction. With respect to any investment product, investors should carefully review the relevant offering material, including the section(s) regarding risks, and consult with a qualified financial advisor prior to investing. Users of this website agree that the information contained herein will not be the primary basis of any investment decisions and that this website does not contain an exhaustive list of all risks related to the financial products discussed herein.

Additional information regarding market-linked CDs and associated risks can be found at www.FINRA.org and https://www.sec.gov/answers/equitylinkedcds.htm.

The following website: https://lumafintech.com, is the intellectual property of Luma Financial Technologies, LLC. ©2024 Luma Financial Technologies, LLC, All Rights Reserved. Luma Financial Technologies, LLC, 425 Walnut Street, Suite 2410, Cincinnati, OH 45202.

Access Luma’s Policies

  • PLATFORM
    • Lifecycle Manager
    • Product Marketplace
    • Creation Hub
    • Learning Center
    • Annuities
    • Life Insurance
  • About
    • About Luma
    • Integrations
    • Leadership Team
    • Careers
    • Policies
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  • Contact Us
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