Luma Financial Technologies

Luma Financial Technologies, LLC

6 Investors

Financial Technology

CINCINNATI, OH

Luma Financial Technologies, LLC is a technology company that specializes in providing solutions for the financial services industry, focusing on the complexities of investment products. By offering a robust platform that streamlines the process of sourcing, managing, and complying with investment transactions, Luma enhances operational efficiency for financial professionals.

Products & Team

Product Marketplace

Investment ManagementSeed

Luma's core offering, the Product Marketplace, is a fully customizable platform that allows financial professionals to discover, research, compare, and manage structured products, annuities, and other alternative investments.

Value Proposition

The platform addresses inefficiencies in sourcing and managing complex investment products by providing transparency, accessibility, and streamlined compliance processes.

Pain Points

Challenges include inefficiencies in product sourcing, lack of transparency in investment options, cumbersome compliance requirements, and the difficulty in managing complex investment transactions.

Curated selection of investment productsComprehensive research documentationSide-by-side product comparison with Luma CompareBulk management tools for purchasing and configurationRules-based compliance engine for regulatory adherence