Luma Financial Technologies is attending the Future Proof festival to share how Luma simplifies structured notes and insurance access and manages investment wrappers.
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We’re excited to join industry leaders at the upcoming Future Proof festival. Make sure to connect with Steven Acosta (Global Head of Sales), Alex Weil (Director, RIA Sa…
Company
Luma Financial Technologies
A global provider of innovative technology for structured products, annuities, and life insurance.
- Industry
- Financial Services
- Location
- Cincinnati, US
- Company size
- 51–200 employees
About Luma Financial Technologies
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products, annuities, and life insurance. 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.
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Latest activity from Luma Financial Technologies
4 signals
Presence & Recognition
Luma Financial Technologies was named a finalist in the 2026 ThinkAdvisor Luminaries Awards for Product or Service Innovation.
Presence & Recognition
Luma Financial Technologies QA Lead Veena Devi represented the company at apidays India and led the conversation on agentic AI.
People
Luma Financial Technologies welcomed Edward James as its new Global Chief Financial Officer.
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