Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. 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.
| Website | http://www.lumafintech.com/ |
| Employees | 122 (94 on RocketReach) |
| Founded | 2018 |
| Address | 425 Walnut St, Cincinnati, Ohio 45202, US |
| Technologies |
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| Industry | Financial Services, Banking, Lending and Investments, E-Commerce, Commerce and Shopping, Retail |
| Keywords | Financial Technology Platform, Advisor Platform, Investment Platform, Wealth Management Platform, Financial Advisor Tools, Fintech Solutions, Wealthtech Solutions, Investment Technology, Brokerage Technology, Advisor Technology, Financial Planning Platform, Independent Platform |
| Competitors | Fidelity Investments, Robinhood, Plaid, Betterment, Cedar, Acorns, Zywave, Wealthfront, Schwab Advisor Services, Blockchain Capital LLC +41 more (view full list) |
Looking for a particular Luma Financial Technologies employee's phone or email?
Timothy Bonacci is the President and CEO of Luma Financial Technologies.
94 people are employed at Luma Financial Technologies.
Luma Financial Technologies is based in Cincinnati, Ohio.