Luma Financial Technologies to power InspereX structured note distribution for RIAs. InspereX selects Luma as exclusive structured product technology available through its newly launched Aria platform, expanding product access and operational efficiency for advisors Cincinnati, OH - December 3, 2025 - Luma Financial Technologies ("Luma"), a global platform for structured products, annuities, and life insurance solutions, today announced that InspereX, a technology-driven distributor of fixed income, structured products, exchange-traded funds (ETFs), and alternative investments, has selected Luma to serve in two key roles that power structured note distribution for RIAs. Through this decision, Luma and InspereX are empowering financial professionals by simplifying complexity into efficient, scalable solutions. InspereX has selected Luma's market-leading technology to power structured note access within its newly launched Aria platform, an all-in-one solution for Registered Investment Advisors (RIAs) that brings together tools for structured investments, fixed income, and alternatives. With Luma's structured note capabilities integrated into Aria, RIAs gain efficient access to diversified products, institutional-quality insights, and comprehensive lifecycle management. "RIAs are navigating more complexity than ever as they work to deliver better outcomes for their clients. Our mission is to simplify that process by giving advisors the technology and tools to serve clients more efficiently and effectively," said Jeff Schwantz, Chief Growth Officer at Luma Financial Technologies. "By streamlining how advisors evaluate and implement structured notes, our technology embedded into Aria will aid more RIAs in confidently broadening their offerings and delivering on outcomes." Luma's platform supports the full lifecycle of structured notes, from issuer comparison and product design to post-trade performance monitoring. It provides advisors with a centralized, issuer-agnostic resource to evaluate, implement, and manage structured investments, ultimately delivering practical and impactful innovation measured by real-world results. Additionally, Luma now connects RIAs to structured products distributed by InspereX. Integrated with Aria, RIAs leveraging Aria have direct, streamlined access to InspereX offerings on Luma, enhancing product availability and operational efficiency. "Markets continue to evolve, but the advisor's mandate remains to deliver exceptional value through thoughtful, personalized solutions," said Scott Mitchell, CEO at InspereX. "By leveraging Luma's technology within our Aria solution, we're equipping RIAs with market-leading structured note capabilities alongside fixed income and alternatives in one seamless experience. And by distributing InspereX structured notes through Luma's technology, we're able to reach an even broader RIA audience with our outcome-oriented solutions." Together, Luma and InspereX are combining institutional expertise with advisor-first technology to help RIAs expand access, simplify operations, strengthen client outcomes, and scale their businesses. For more information, visit www.lumafintech.com or www.accessaria.com. About Luma Financial Technologies Founded in 2018, Luma Financial Technologies ("Luma") has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a global multi-issuer, multi-wholesaler, and multi-product option that financial professionals can utilize to best meet their clients' specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland, and Lisbon, Portugal. About InspereX InspereX is built on access, aggregation, and analysis. Luma Financial Technologies, LLC redefine precision investing across structured products, ETFs, private markets, and new-issue and secondary fixed income. InspereX connects advisors and institutions to differentiated investment opportunities, combining deep market expertise with a modern approach to distribution. Its Aria platform integrates advanced technology, market intelligence, and personalized service to streamline execution and empower advisors to deliver greater value to their clients. InspereX represents more than 400 issuing entities, distributes to more than 1,500 partners, and has distributed more than $800 billion in new issue securities. The firm has seven trading desks and more than 180 employees with offices in Delray Beach, Florida; Santa Monica, California; Charlotte, North Carolina; Chicago, IL; and New York, NY.

BlackRock Aladdin adds Luma structured product data to the Aladdin wealth(tm) platform. Mutual clients to gain deeper visibility into structured investments, better construct and manage portfolios across public and private assets. Cincinnati, OH - [November 19, 2025] - Luma Financial Technologies ("Luma"), a global platform for structured products, annuities, and life insurance solutions, today announced a strategic integration with BlackRock's Aladdin Wealth platform. The integration enables the delivery of enhanced structured product data and analytics to Luma and Aladdin Wealth clients via the Aladdin Wealth platform. Global wealth managers and private banks will now benefit from a unified, whole portfolio view to more effectively forecast, analyze, and evaluate structured exposures within client portfolios. Luma's issuer-agnostic structured product data engine delivers real-time data feeds directly into the Aladdin Wealth platform and its analytics framework through secure APIs - reducing friction and ensuring access to structured product information within existing workflows. Leveraging Luma's dataset - which tracks and administers more than $300 billion in structured products globally and supports the full product lifecycle, including post-trade performance monitoring and analytics - Aladdin Wealth and Luma mutual clients can now more effectively forecast, analyze, and evaluate structured exposures within client portfolios. The integration expands data coverage and increases accessibility to strengthen risk oversight, help improve decision-making, and align investments with client objectives. "As structured products become an increasingly important component of institutional and wealth portfolios alike, investment teams need deeper, more transparent data to manage exposures and construct portfolios with confidence," said Brady Beals, Managing Director, Head of Investment Solutions at Luma Financial Technologies. "BlackRock Aladdin's decision to integrate Luma data within the Aladdin Wealth platform reflects the industry's growing demand for institutional-grade analytics that support a consistent investment process across client segments globally." "Aladdin is committed to supporting the whole portfolio, not just traditional asset classes," said Ted Stratigos, Global Head of Aladdin Wealth Tech. "Partnering with Luma brings clients the full spectrum of structured products across global wealth markets, reflecting our focus on building an ecosystem that helps advisors understand, manage, and optimize structured product exposures alongside the rest of the portfolio. This marks another important step in our journey to bring powerful, connected analytics to the whole portfolio." The integration reflects a broader industry shift toward data-driven decision-making and cross-asset visibility. With Luma data now integrated into the Aladdin Wealth platform, investment teams worldwide gain a holistic lens on structured product exposures, supporting diversified, resilient portfolios designed to meet client goals across market cycles. About Luma Financial Technologies Founded in 2018, Luma Financial Technologies ("Luma") has pioneered a cutting-edge fintech platform adopted by broker/dealers, RIA offices, and private banks around the world. Luma enables financial professionals to research, price, purchase, and manage structured products and annuities through a transparent, independent, multi-issuer platform. By simplifying complexity across education, creation, order entry, and post-trade management, Luma delivers efficiency and scalability to institutions and advisors alike. About Aladdin Wealth Aladdin Wealth is BlackRock's proprietary technology platform that enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships by surfacing business opportunities to personalize client portfolios. As a strategic partner to wealth managers and private banks, Aladdin Wealth combines sophisticated risk analytics with comprehensive portfolio management on a single, unified platform.

Luma wins "Best Multi-Issuer Platform" at SRP Americas 2025.