Announcements

Luma Appoints Annuity Industry Leader Keith Burger as Director of National Sales

Former AIG National Sales Manager Brings Over Two Decades of Experience in Annuity Distribution  Cincinnati, OH, June 15 2021 – Luma Financial Technologies (“Luma”), an independent, market leading multi-issuer structured products and annuities platform, announced today that annuity industry veteran, Keith Burger, has joined the company as National Sales Director for Annuities. Mr....

Luma Selects CANNEX to Enhance Annuity Offering

CANNEX Pricing and Analytic Features Provide Luma Users with Unmatched Annuity Transparency Cincinnati, OH, April 14, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected CANNEX as their latest partner to facilitate the efficient and accurate exchange of pricing and analytics for annuity...

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Leading US structured products fintech Luma expands European presence with senior hire

April 6, 2021 – Luma Financial Technologies (“Luma”), the largest independent, multi-issuer structured products platform in the US, is expanding its presence in Europe with the hire of Konstantinos Pampoukidis from Leonteq Securities. Konstantinos joins Luma’s business development team in Zurich, where the platform recently opened its first European office. He will report directly...

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,...

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...

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...

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 platform, announced today that they have entered a strategic relationship with WallStreetDocs (“WSD”), a provider of document-centric automation solutions that streamline the creation of investor communications for structured product...

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...

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