Luma Financial Technologies

HQ Address

425 Walnut St Floor 25, Cincinnati, OH 45202, United States

Website Address

lumafintech.com/

Connect with Luma Financial Technologies
Business introduction

Discover Superior Technology That Makes Complex Investing Simple

Luma Financial Technologies is the go-to partner for financial professionals who value transparency, objectivity, and ease of use in their investment management tools. Discover innovative solutions to accessing alternative investments

Your trusted and transparent partner
Luma Financial Technologies began with a mission to create a fully customizable, multi-product, multi-issuer, carrier neutral platform that took the complexities out of managing complex financial products, and give advisors smart solutions that they can believe in. Our award-winning platform, and our people, have earned Luma the privilege to partner with some of the largest financial institutions in the world, and helping Luma become the unquestioned global leader in financial technology that supports structured products.

While Luma has expanded into the annuity category, and opened offices in Latin America and Europe, our award-winning global technology and our people remain true to our mission of transparency, objectivity and integrity, with a comprehensive, company-agnostic platform, clear pricing structures and customizable solutions. We are leading a global movement to bring bank leaders and advisors smart solutions they can really believe in.

 

Luma Financial Technologies Solutions

Luma Platform

Learn Explore a wide array of marketing materials, essential training programs, and investment resources. Stay informed, compliant, and ahead of industry trends by mastering the latest investment strategies and alternatives to better serve your clients. Invest Easily access your firm-approved investment options and use cutting-edge tools to compare investments and seamlessly place orders.......

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