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Companies

Luma Financial Technologies

Marketplace for structured products and annuities

Raised to date

$62.9M

of $62.9M offered across 1 Form D filing

Investors
6
Last filed
Apr 22, 2025

About

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.

Luma stands out with its independent, customizable platform that facilitates access to a wide array of complex investment products without the limitations imposed by carriers or issuers.

Funding

  • EquityFiled Apr 22, 2025Form D
    $62.9M/ $62.9M

Product

Product Marketplace

Investment Management

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.

  • Curated selection of investment products
  • Comprehensive research documentation
  • Side-by-side product comparison with Luma Compare

Built for

Financial advisors, broker-dealers, and institutional investors

People on file