Financial Services
Luma Financial Technologies is a fintech software platform founded in 2018 that serves broker/dealer firms, RIA offices, and private banks globally. The platform provides institutional and retail investors with a fully customizable, independent buy-side technology solution for researching, purchasing, and managing alternative investments and annuities. Luma's integrated suite includes education resources, custom structured product creation and pricing, electronic order entry, and post-trade management capabilities. By emphasizing transparency and ease of use, Luma operates as a multi-issuer, multi-wholesaler, and multi-product platform that enables financial advisors to efficiently oversee the complete end-to-end investment lifecycle.
Industry
Financial Services
Founded
2018
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