Luma Financial Technologies

At the heart of Luma Financial Technologies is a mission to revolutionize the landscape of complex financial products. Founded in 2018, the company has pioneered a cutting-edge fintech software platform, driven by a culture of innovation and a commitment to transparency, objectivity, and integrity. Luma's team is dedicated to empowering financial professionals by providing them with the tools and resources needed to navigate the intricacies of alternative investments and annuities. The company fosters a fast-paced, collaborative work environment that champions continuous learning and growth. By investing in training programs, coaching, and mentorship, Luma ensures that its team members are not only equipped to contribute to the company's success but are also supported in their own professional development and career trajectories. This team-driven and forward-thinking approach is central to Luma's identity, creating a positive and dynamic atmosphere where talented individuals can thrive.

Luma's core philosophy is to simplify complexity. The platform is designed to be a fully customizable, independent, and buy-side solution that helps financial teams more efficiently learn, research, purchase, and manage a wide array of market-linked investments. By being multi-issuer, multi-wholesaler, and multi-product, Luma provides an extensive breadth of options, allowing advisors to find the best-fit solutions for their clients' unique portfolio needs. The company's award-winning technology and its people have earned the trust of some of the world's largest financial institutions. This has solidified Luma's position as a global leader in the financial technology sector. The team's dedication to enhancing the advisor-client relationship by delivering superior service and innovative digital solutions is a testament to their mission of leading a global movement towards smarter, more transparent financial management. The culture at Luma is one of progress-driven solutions, where open communication and shared ideas are encouraged to accelerate growth in an ever-expanding market.