Luma Financial Technologies

Luma Financial Technologies is a global fintech company based in Cincinnati, Ohio. It specializes in a customizable, independent technology platform designed to simplify the management of complex financial products, particularly structured products and annuities. Luma's mission is to create a multi-product, multi-issuer platform that provides financial advisors and institutions with transparent and user-friendly tools. The company operates multiple offices worldwide, including locations in New York, Miami, Zürich, and Lisbon. Luma partners with major financial institutions such as Bank of America, Morgan Stanley, UBS, and TD Bank Group. Its platform supports financial teams, including broker/dealer firms and Registered Investment Advisors, in managing market-linked investments throughout the entire investment lifecycle. Key features include customizable order entry systems, comprehensive educational resources, advanced analytics, and clear pricing structures. Luma's recent funding round of $63 million aims to enhance its market expansion and product innovation, further solidifying its position as a leader in financial technology for structured products and alternative investments.