Industry

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...

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...

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...

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How Luma’s Technology Drives Structured Product Innovations

Fintech is the convergence of finance and technology, where cutting-edge, innovative solutions are created. The impact of technology on the world of finance is undeniable. From making basic transactions to regulation and compliance management to automating entire workflows, technology is changing all aspects of finance. With that in mind, we built Luma to make...

Seven Ways Fintech Simplifies Structured Products

Structured products, by nature, are complex, but with the help of fintech platforms, identifying the right structured products and managing them for your...

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 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...

How Financial Advisors Can Elevate their Investments Business with Fintech from Home

During this time of uncertainty, advisors are continuing to seek new ways to ease anxiety and elevate their exceptional value-add services for clients. While...

COO Q&A: How Fintech Is Transforming the Structured Product Marketplace

Fintech is a rapidly evolving field. With buzzwords such as disruption and innovation everywhere, combined with new product launches, it can be hard to discern what is actually innovative and what is just extra noise. In this post, we talked to Luma Financial Technologies COO Donald Pogan about how platforms truly transform the structured...