Luma Financial Technologies

Luma Financial Technologies

Financial-Services

Cincinnati, Ohio
United States
Company Tagline

Empowering financial professionals to learn about, purchase, create, and manage structured products and annuities.

Industry Category
Financial-Services
Company Description

Luma Financial Technologies is a premier financial services provider, dedicated to empowering financial professionals through innovative solutions. Luma Financial Technologies offers a leading, independent, multi-issuer platform designed for structured products and annuities, streamlining the processes of learning, purchasing, creating, and managing these financial instruments. The platform enhances efficiency in sourcing, configuring, comparing, and pricing structured products and annuities to meet specific investment needs.

With an advisor-centric design, Luma Financial Technologies is committed to driving growth and adoption in the structured products and annuities market. The company’s comprehensive services include renowned education and training capabilities, fully customizable deployment options, and complete product lifecycle support. Luma Financial Technologies is located at 425 Walnut St, Cincinnati, Ohio 45202, US, with an additional office at 19 W 44th St, Suite 1000, New York, NY 10036, US.

Luma Financial Technologies continues to innovate and expand its offerings, solidifying its position as a key player in the financial technology sector. Financial professionals across the nation rely on Luma Financial Technologies for its cutting-edge platform and commitment to excellence. We invite the manager of Luma Financial Technologies to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.

Luma Financial Technologies est un fournisseur de services financiers de premier plan, dédié à l'autonomisation des professionnels de la finance grâce à des solutions innovantes. Luma Financial Technologies offre une plateforme multi-émetteurs indépendante de premier plan, conçue pour les produits structurés et les rentes, rationalisant ainsi les processus d'apprentissage, d'achat, de création et de gestion de ces instruments financiers. La plateforme améliore l'efficacité de l'approvisionnement, de la configuration, de la comparaison et de la tarification des produits structurés et des rentes afin de répondre aux besoins d'investissement spécifiques.

Avec une conception centrée sur le conseiller, Luma Financial Technologies s'engage à stimuler la croissance et l'adoption sur le marché des produits structurés et des rentes. Les services complets de la société comprennent des capacités de formation et d'éducation renommées, des options de déploiement entièrement personnalisables et une assistance complète pour le cycle de vie des produits. Luma Financial Technologies est située au 425 Walnut St, Cincinnati, Ohio 45202, US, avec un bureau supplémentaire au 19 W 44th St, Suite 1000, New York, NY 10036, US.

Luma Financial Technologies continue d'innover et d'étendre son offre, consolidant ainsi sa position d'acteur clé dans le secteur des technologies financières. Les professionnels de la finance à travers le pays font confiance à Luma Financial Technologies pour sa plateforme de pointe et son engagement envers l'excellence. Nous invitons le responsable de Luma Financial Technologies à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre en évidence davantage leurs services exceptionnels.

Key Personnel / Employees
Steven Acosta Jesse Lewis Jeff Schwantz Dave Sexton

Compare Companies Side by Side

Compare Luma Financial Technologies with 3 companies in Financial-Services

4 Companies
Comparison Field
Luma Financial Technologies
Luma Financial Technologi...
Main Company
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Founded Year
2018 2019 2016
Company Size
11-50 51-200 2-10
City
Cincinnati, Ohio Dubai, MENA
Country
United States
Skills & Keywords Comparing with main company
18 Total Skills
Financial Technology Structured Products Annuities Financial Services Investment Management FinTech Solutions Financial Advisory banking FinancialAdvisors technology fintech money RegisteredInvestmentAdvisors structuredproducts structurednotes Luma Financial Technologies finance investments
9 Total 9 Unique
Unique Skills:
banks banktobanktrading blockchain emarketplace financialinstitutions trade assets +3
5 Total 5 Unique
Unique Skills:
investment mobile app personal finance precious metals wealth
15 Total 15 Unique
Unique Skills:
branding business Commodity fashion FX FX Trading +9
4
Total Companies
2016
Oldest Founded
1
Countries
47
Unique Skills

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Alternative Company Names

This company is also known as

Luma Financial Technologies 卢玛金融科技 लुमा वित्तीय प्रौद्योगिकी لوما للتكنولوجيات المالية Лума Финансовые Технологии