The Award-Winning Luma Platform | Luma Financial Technologies

Your Alternative Investments Platform

Discover the superior technology that has earned Luma global recognition, making it the trusted platform for financial professionals to more easily manage and transact structured products and annuities.

Learning Center

Learning Center improves compliance and innovates the way advisors learn structured products and annuities.

PM Structured Products - Laptop 1

Product Marketplace

Product Marketplace allows Luma clients to efficiently search for, compare and subsequently order the desired products for their clients.

Creation Hub New Request

Creation Hub

Creation Hub automates the entire process for creating, modifying, and managing custom deals, from pre to post-trade.

LM Events - Laptop 1

Lifecycle Manager

Lifecycle Manager provides features for assessing investment opportunities, tracking product events, visualizing performance, and managing transactions.

EXPLORE THE PLATFORM

Learn how Luma can help you simplify structured products and elevate your services as your client’s trusted financial advisor.

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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. ©2023 Luma Financial Technologies, LLC, All Rights Reserved. Luma Financial Technologies, LLC, 425 Walnut Street, Suite 2410, Cincinnati, OH 45202.
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