Luma Financial Technologies

05/04/2026

We're streamlining our social media and shifting our focus exclusively to LinkedIn. It's the best place to stay updated with everything happening at Luma Financial Technologies. See you there!

Luma Financial Technologies | 9,180 followers on LinkedIn. A global provider of innovative technology for structured products, annuities, and life insurance. | Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award...

11/02/2023

Luma’s Creation Hub provides a comprehensive solution, that allows financial professionals to effortlessly configure, price, and transact tailored investment solutions 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://lumafintech.com/

10/10/2023

At Luma, our mission is to empower advisors with cutting-edge technology, optimizing their capital alternative business. Dive into this testimonial illustrating our success.

Learn more about Luma at lumafintech.com.

09/13/2023

🚨 Stop using outdated processes! 🚨

Physical signatures on annuities are becoming outdated. As an increasing number of advisors transition away from paper-based processes, there is a growing demand from clients for digital solutions. Getting started with e-app is simple with Luma. Learn more here: lumafintech.com/eapp

09/12/2023

📢 RIAs and family offices, listen up, this one is for you! 📢

In today's challenging and unpredictable interest rate landscape, investors face complexities when seeking to optimize returns. Don't miss the chance to utilize bespoke capital market strategies to unlock potential high-yield opportunities.

Register today for our upcoming webinar, hosted by Luma’s Director of Investment Solutions, Brady Beals, CFA, CAIA.

https://lumafintech.zoom.us/webinar/register/WN_btjc3twsT-C65KN0GhjrxA #/registration

September 21st at 3:00PM EST

08/03/2023

It’s time to illuminate the facts and debunk prevailing myths when it comes to annuity e-application. Don’t let these misguided notions prevent you from elevating the services you provide to your clients.

07/27/2023

It’s time to ditch the paper and submit more business with e-application. Learn more at https://lumafintech.com/annuities-landing-page/

07/21/2023

Capital markets alternatives have been gaining immense popularity, and for good reason. Luma is proud to take action and be at the forefront of increasing accessibility and utilization of Cap-Alts.

Check out the below Financial Advisor Magazine article by Ed Hayes which takes a deep dive into our groundbreaking partnership with SpiderRock Advisors to offer access to structured note replication strategies via SMAs.

https://www.fa-mag.com/news/spiderrock--luma-partner-to-offer-structure-product-solutions-73965.html

07/17/2023

Check out Brady Beals on Nasdaq with Jill Malandrino last week where they discuss cap-alts and how Luma is increasing access and transparency by simplifying the experience of transacting and tracking this asset class. Learn more and discover how Luma is driving wider adoption of capital market alternatives: https://lumafintech.com/2023/07/17/nasdaq-trade-talks-why-its-important-to-differentiate-cap-alts-from-the-broader-alternatives-universe/

07/12/2023

Tune in tomorrow, at 2:00pm EST, live on Twitter, to catch Luma’s Director of Investment Solutions, Brady Beals, CFA, CAIA, on Nasdaq with host Jill Malandrino. They will be discussing the growing demand for capital market alternatives (Cap-Alts) in portfolio construction, how technology is creating greater transparency and accessibility to the asset class, and much more.