Luma Financial Technologies

Luma Financial Technologies

A global provider of innovative technology for structured products, annuities, and life insurance.

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Industry
Financial Services
Company size
133 people
Headquarters
Cincinnati, Ohio +1 more
Founded
2018
Type
Privately Held
Total funding
$100.1M

At Luma Financial Technologies, we're building the core operating system for modern wealth management. As an independent, multi-issuer and multi-carrier ecosystem, we're empowering financial professionals to seamlessly research, manage, and transact across structured products, annuities, life insurance, and asset management. Fusing an intuitive, advisor-first platform with objective guidance, robust education, and dedicated support, we're driving global distribution firms forward from our strategic bases in Cincinnati, New York City, Miami, Zurich, and Lisbon.

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