Announcements

Luma Partners with Insurance Technologies to Bring Annuities Solution to Market

Cincinnati, OH, February 23, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected Insurance Technologies, LLC., provider of FireLight®,  a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma...

Luma Financial Technologies Signs Credicorp Capital

Top Structured Product and Annuities Platform Continues to Expand Its Presence in Latin America Cincinnati, OH, February 16, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Credicorp Capital, a leading financial firm located throughout Latin America with a strong presence in Peru, Chile, Colombia, and...

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Leading US Structured Products Fintech Luma Expands into Europe with Swiss Office

January 12, 2021 – Luma Financial Technologies (“Luma”), the largest independent, multi-issuer structured products platform in the US, is launching...

Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing

StoneX Financial Inc.’s Network of Clearing Correspondents Gain Enhanced Access to Structured Products Cincinnati, OH, September 22, 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that StoneX Financial Inc., a subsidiary of StoneX Group Inc. has selected the Luma platform to offer clients unparalleled...

Luma Financial Technologies Collects Multiple Honors at the SRP Americas Awards 2020

It’s with great pleasure that we announce Luma’s recent recognition at the Structured Retail Products (“SRP”) Americas awards for the Best Structured Product Technological Solution.  The award recognizes technological innovation, infrastructure, and market impact. Tim Bonacci, our President and Chief Executive Officer, was also named SRP’s Americas Personality of the Year. ...

Luma Teams with WallStreetDocs to Enhance Document Automation

Cincinnati/New York/London, September 3, 2020- Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities...

Luma Financial Technologies Appoints Fernando Concha Bambach as Key Account Manager for Latin America

Structured Solutions Expert to Spearhead Latin America Expansion Cincinnati, OH, August 11, 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Fernando Concha Bambach has joined the firm as Key Account Manager for Latin America.  He reports directly to Tim Bonacci, President and Chief Executive...

Luma Financial Technologies Appoints John R. Charles as Director of Annuity Products

Firm Taps Annuity Specialist to Drive Growth, Distribution as Structured Products Platform Sees Robust Demand Cincinnati, OH, August 4 2020 – Luma Financial...

Luma Financial Technologies Appoints Rodney Branch as Chief Marketing Officer

Industry veteran to drive marketing and branding initiatives as structured products platform continues rampant expansion. Cincinnati, OH, July 20, 2020 –...

Stephen Bodurtha Joins Luma Financial Technologies’ Board of Directors

CINCINNATI, OH, April 16, 2019 –  Luma Financial Technologies announced today that Stephen Bodurtha, an investment product pioneer and...

Luma Launches Product Creation Tool to Automate Custom Structure Pricing

Luma has launched its Product Creation Tool that automates the bidding and pricing process for customer structures.  Read the full press release...

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