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PE Announcement

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

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

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April 1, 2025

How Technology Simplifies Portfolio Management for Market-Linked Notes

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January 29, 2025

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

Luma Financial Technologies continues global expansion with Lisbon office

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September 10, 2024

Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform

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June 24, 2024
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Luma Wins “Best Multi-Issuer Platform” at SRP Americas 2025

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425 Walnut St Floor 25
Cincinnati, OH 45202

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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. ©2026 Luma Financial Technologies, LLC, All Rights Reserved. Luma Financial Technologies, LLC, 425 Walnut Street, Suite 2410, Cincinnati, OH 45202.

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