Overview

Luma Financial Technologies provides a B2B fintech platform that helps financial professionals research, purchase, and manage structured products, annuities, and life insurance. The platform is independent and customizable, working across multiple issuers and products to support the full investment lifecycle with a product marketplace, deal creation, transaction tracking, and training resources. It differentiates itself by offering an open, multi-issuer solution that combines research, order management, and education in one place, rather than focusing on a single product line. Its goal is to increase transparency and accessibility in the market for alternative investments and market-linked products, while expanding offerings into life insurance and scaling through strategic funding.