Announcements
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...
Top Posts
Annuity Q & A, featuring Keith Burger
Posted on Jul 27, 2021
Luma Financial Technologies adds Dynamic Capital Group to platform
Posted on Jul 27, 2021
Luma Financial Technologies Continues Substantial Growth with Appointment of Ron Bezoza as Head of Investment Solutions
Posted on Jul 20, 2021
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...
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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 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Rodney Branch has joined the firm as Chief Marketing Officer. He reports directly to Tim Bonacci,...
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...
Welcome to Structured Views!
Welcome to the official blog of Luma Financial Technologies We provide an independent, multi-issuer platform that makes it easier for financial advisors to source, configure, compare and price structured products and annuities. While we are a standalone company with an independent platform, we were created out of Navian Capital, a long-time distributor and wholesaler of...