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Luma Selects CANNEX to Enhance Annuity Offering

CANNEX Pricing and Analytic Features Provide Luma Users with Unmatched Annuity Transparency Cincinnati, OH, April 14, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected CANNEX as their latest partner to facilitate the efficient and accurate exchange of pricing and analytics for annuity products…

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 presence in Europe with the hire of Konstantinos Pampoukidis from Leonteq Securities. Konstantinos joins Luma’s business development team in Zurich, where the platform recently opened its first European office. He will report directly to…

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 Annuities,” to market. The Luma platform, which…

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 Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Credicorp Capital, a leading financial firm located throughout Latin America with a strong presence in Peru, Chile, Colombia, and The…

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 into the European market with the opening of an office in Switzerland. Luma, which is backed by three of the world’s largest banks, has opened an office in Zurich to offer more wealth managers and private…

Luma's Financial Technology

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 things…

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 clients doesn’t have to be. Platforms like Luma simplify the process of learning, transacting, creating, and managing structured products. In this resource, we go into seven ways fintech simplifies structured products: How…

Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing

StoneX Financial Inc.’s Network of Clearing Correspondents Gain Enhanced Access to Structured Products Cincinnati, OH, September 22, 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that StoneX Financial Inc., a subsidiary of StoneX Group Inc. has selected the Luma platform to offer clients unparalleled access to the…

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 Product Technological Solution.  The award recognizes technological innovation, infrastructure, and market impact. Tim Bonacci, our President and Chief Executive Officer, was also named SRP’s Americas Personality of the Year.  The award is reflective…

Luma Teams with WallStreetDocs to Enhance Document Automation

Cincinnati/New York/London, September 3, 2020- Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have entered a strategic relationship with WallStreetDocs (“WSD”), a provider of document-centric automation solutions that streamline the creation of investor communications for structured product issuers.  “As the fintech platform of choice in the structured…