Optimize your annuity operations and efficiently manage your book of business with Luma. Learn more: https://lnkd.in/dir4qyf
Luma Financial Technologies
Financial Services
Cincinnati, Ohio 6,567 followers
Empowering financial professionals to learn about, purchase, create, and manage structured products and annuities.
About us
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
- Website
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http://www.lumafintech.com/
External link for Luma Financial Technologies
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Cincinnati, Ohio
- Type
- Privately Held
- Founded
- 2018
- Specialties
- finance, fintech, structuredproducts, structurednotes, banking, RegisteredInvestmentAdvisors, FinancialAdvisors, technology, money, investments, and Luma Financial Technologies
Locations
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Primary
425 Walnut St
Cincinnati, Ohio 45202, US
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19 W 44th St
Suite 1000
New York, NY 10036, US
Employees at Luma Financial Technologies
Updates
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Luma’s Creation Hub provides a comprehensive solution that allows financial professionals to effortlessly configure, price, and transact tailored investments for their clients. With Luma’s technology, learn how Creation Hub can automate these tasks through a customizable workflow eliminating the need for multiple spreadsheets, emails and phone conversations. https://lnkd.in/erttY8Kp
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🎇With Luma’s electronic order entry for annuities, you’ll ignite a path to success by eliminating inefficiencies and outdated processes. Embrace a brighter, paperless digital future today!🎇 Learn more at lumafintech.com/eapp
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In case you missed it, we’ve partnered with Gradient Financial Group! Luma’s tools are now integrated into the KonnexME platform, providing financial professionals with extensive education, cutting-edge analytics, and advanced suitability resources. Read more here: https://lnkd.in/ghTaHqTS
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Discover innovative solutions to more effectively manage your annuity business with Luma! Seamlessly monitor and manage your total portfolio of annuity products. Learn more: https://lnkd.in/dir4qyf
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Today marks the beginning of SRP France 2024, and Luma is proud to be a sponsor once again! Be sure to connect with Mathilde Boury to learn more about our award-winning technology. #structuredproducts #SRP
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The 2024 Morningstar Investment Conference kicks off tomorrow! Join us as Luma’s Jay Charles joins a panel discussion on alternative investments. Gain insights into how non-traditional investments are shaping markets, and how they empower diversification to meet future client demands. We look forward to connecting! #MICUS
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We are beyond thrilled to announce our newest partnership with Gradient Financial Group! This collaboration integrates Luma’s advanced suite of tools and resources into Gradient’s KonnexME platform, providing financial services professionals with comprehensive educational materials, state-of-the-art analytics, and advanced suitability tools. Together, we are committed to empowering financial professionals with the solutions needed to provide superior service to their clients. Learn more here: https://lnkd.in/ghTaHqTS
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We’re looking forward to being back at the 2024 Morningstar Investment Conference. Come by booth #919 to connect with Luma’s Tara York, CFA and Jay Charles, and discover how our award-winning technology simplifies alternative investment management. Learn more: https://lumafintech.com/ #MICUS