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…
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A global provider of innovative technology for structured products, annuities, and life insurance.
Full company description
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.
LinkedIn followers
9,467
People associated on LinkedIn
132
Reported office locations
425 Walnut St, Cincinnati, Ohio 45202, US
19 W 44th St, Suite 1000, New York, NY 10036, US
Business categories
Banking
Retail
Wholesale
FinTech
Financial Services
Other recorded names
Luma Financial Technologies
Specialties
finance
fintech
structuredproducts
structurednotes
banking
RegisteredInvestmentAdvisors
FinancialAdvisors
technology
money
investments
and Luma Financial Technologies
Profile identifies a recruitment agency
No
Reported total investment
100,098,013
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Luma Financial Technologies: Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products, annuities, and life insurance.
5+ YOECandidates need 5+ years in structured products sales, distribution or relationship management, and an extensive network across Canadian buy-side distributors. A business, finance or economics bachelor's degree is required, and CSC or other industry designations are an asset.