Luma Financial Technologies
Our advanced platform streamlines investment processes and empowers financial professionals with efficient, intuitive tools for better client outcomes.
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 transforms investment technology through innovative solutions that simplify complexity and create transparency across the fintech marketplace.
About Luma
Meet the experienced executives guiding our company’s vision.
Leadership Team
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.
We connect financial professionals and institutions with tailored technology solutions that enhance investment capabilities and distribution networks.
Wealth Management & Advisory
Product Originators & Liquidity
Institutional
Distribution Intermediaries
Geographies We Serve
US Market
Canadian Market
EMEA Markets
LATAM Markets
Discover thought leadership and strategic perspectives from Luma’s experts on emerging fintech trends, market dynamics, and regulatory developments that impact your business.
Industry
Industry insights on wealth management innovation, technology, and strategies for financial professionals.
Announcements
Official updates, announcements, and milestones shaping Luma’s growth.
Platform
Insights into the technology and workflows Luma delivers to support client success.
Investment Solutions
Insights on investment solutions and the tools supporting better portfolio decisions.
Blog: Built for Outcomes
Get in-depth views on wealth management innovation, insights, and strategies from our thought leaders and financial technology tips you can use today.
Check out our open positions!