Luma Financial Technologies

Platform

Luma's Technology Solutions

Our advanced platform streamlines investment processes and empowers financial professionals with efficient, intuitive tools for better client outcomes.

get a demo →

Lifecycle Manager

Track performance and analytics throughout the investment lifecycle.

Product Marketplace

Compare investments and place orders with advanced analytics.

Creation Hub

Customize strategies with real-time optimization tools.

Learning Center

Access resources to stay compliant with investment strategies.

Annuities

Income-generating investment solutions for retirement planning and wealth preservation.

Life Insurance

Protection products offering financial security and tax-advantaged wealth transfer options.

Luma's Technology Solutions

Our advanced platform streamlines investment processes and empowers financial professionals with efficient, intuitive tools for better client outcomes.

get a personalized demo →

Lifecycle Manager
Track performance and analytics throughout the investment lifecycle.

Product Marketplace
Compare investments and place orders with advanced analytics.

Creation Hub
Customize strategies with real-time optimization tools.

Learning Center
Access resources to stay compliant with investment strategies.

Investments

Annuities

Life Insurance

Structured Notes

MLCDs, SMAs, AMCs

Structured Notes page coming soon!
About

About Luma

Luma transforms investment technology through innovative solutions that simplify complexity and create transparency across the fintech marketplace.

learn more →

About Luma

Meet the experienced executives guiding our company’s vision.

Leadership Team

Meet the experienced executives guiding our company’s vision.

Integration Partners

Strategic collaborations powering our solutions and client success.

Careers

Join our innovative team and grow your professional journey in a tech-forward environment.

Policies

Access essential company and privacy policies to ensure compliance and security.
Who We Serve
Who We Serve

We connect financial professionals and institutions with tailored technology solutions that enhance investment capabilities and distribution networks.

request more info →

Wealth Management & Advisory

Registered Investment Advisors (RIAs)

Independent Financial Advisors (IFAs)

Independent Broker-Dealers (IBDs)

Independent Hybrid (BD+RIA)

Family and Multi-Family Offices (MFOs)

External Asset Managers (EAMs)

Private Banks

Trust Companies

Product Originators & Liquidity

Issuers / Liquidity Providers

Insurance Carriers

Institutional

Asset Managers

Hedge Funds

Turnkey Asset Management Providers (TAMPs)

Distribution Intermediaries

Independent Marketing Organizations (IMOs)

Brokerage General Agencies (BGAs)

Brokers

Wholesalers

integrations →

Geographies We Serve

US Market

Canadian Market

EMEA Markets

LATAM Markets
Insights
Contact

Platform

Luma's Technology Solutions

Our advanced platform streamlines investment processes and empowers financial professionals with efficient, intuitive tools for better client outcomes.

get a demo →

Lifecycle Manager

Track performance and analytics throughout the investment lifecycle.

Product Marketplace

Compare investments and place orders with advanced analytics.

Creation Hub

Customize strategies with real-time optimization tools.

Learning Center

Access resources to stay compliant with investment strategies.

Annuities

Income-generating investment solutions for retirement planning and wealth preservation.

Life Insurance

Protection products offering financial security and tax-advantaged wealth transfer options.

Luma's Technology Solutions

Our advanced platform streamlines investment processes and empowers financial professionals with efficient, intuitive tools for better client outcomes.

get a personalized demo →

Lifecycle Manager
Track performance and analytics throughout the investment lifecycle.

Product Marketplace
Compare investments and place orders with advanced analytics.

Creation Hub
Customize strategies with real-time optimization tools.

Learning Center
Access resources to stay compliant with investment strategies.

Investments

Annuities

Life Insurance

Structured Notes

MLCDs, SMAs, AMCs

Structured Notes page coming soon!
About

About Luma

Luma transforms investment technology through innovative solutions that simplify complexity and create transparency across the fintech marketplace.

learn more →

About Luma

Meet the experienced executives guiding our company’s vision.

Leadership Team

Meet the experienced executives guiding our company’s vision.

Integration Partners

Strategic collaborations powering our solutions and client success.

Careers

Join our innovative team and grow your professional journey in a tech-forward environment.

Policies

Access essential company and privacy policies to ensure compliance and security.
Who We Serve
Who We Serve

We connect financial professionals and institutions with tailored technology solutions that enhance investment capabilities and distribution networks.

request more info →

Wealth Management & Advisory

Registered Investment Advisors (RIAs)

Independent Financial Advisors (IFAs)

Independent Broker-Dealers (IBDs)

Independent Hybrid (BD+RIA)

Family and Multi-Family Offices (MFOs)

External Asset Managers (EAMs)

Private Banks

Trust Companies

Product Originators & Liquidity

Issuers / Liquidity Providers

Insurance Carriers

Institutional

Asset Managers

Hedge Funds

Turnkey Asset Management Providers (TAMPs)

Distribution Intermediaries

Independent Marketing Organizations (IMOs)

Brokerage General Agencies (BGAs)

Brokers

Wholesalers

integrations →

Geographies We Serve

US Market

Canadian Market

EMEA Markets

LATAM Markets
Insights
Contact

Luma Insights

News and resources for financial professionals

Your All-In-One Alternative Investment Solutions Platform

Announcements

Luma Financial Technologies and Yieldstreet Broaden RIA Access to Private Market Alternatives

January 19, 2024

Announcements

SELAX Brokerage (SubGA of ECA Marketing) Enhances Annuity Transaction Efficiency Through Integration with Luma Financial Technologies

January 16, 2024

Announcements

Navigating the Annuity Landscape: Luma’s 2023 Highlights

January 9, 2024

Blog

Nasdaq Trade Talks: Why It’s Important to Differentiate Cap-Alts From the Broader Alternatives Universe

July 17, 2023

Announcements

Using technology to drive better access to capital market alternatives

July 6, 2023

Blog

A Conversation with Luma’s Director of Strategic Initiatives, Tara York, and Director of Annuity Products, Jay Charles

June 16, 2023

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