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About Luma Financial Technologies
https://lumafintech.com/About Luma Financial Technologies
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma’s advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
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Luma Financial Technologies Launches a First-of-Its-Kind Life Insurance Operating System, Teams With iPipeline to Deliver Complete End-to-End Experience
April 16 2026
Luma Financial Technologies today announced that its life insurance platform is now live with iPipeline
InspereX Launches Aria: Accelerated RIA Investment Access A One-Stop Diversification Destination for RIAs
December 4 2025
InspereX, the tech-driven distributor of fixed income, structured products, exchange-traded funds (ETFs), and alternative investments, today announced the launch of Aria – a technology portal providing streamlined access to fixed income, structured products, and alternative investments to meet the evolving asset allocation needs of Registered Investment Advisors (RIAs).
BlackRock Aladdin Adds Luma Structured Product Data to the Aladdin Wealth™ Platform
November 21 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.
Otala.Markets partners with Luma Financial Technologies
November 5 2025
Otala.Markets (“Otala”), a specialist investment bank with a 10-year track record of creating and developing structured investment products, announces its collaboration with Luma Financial Technologies, an independent, multi-issuer platform for structured products and other alternative investments worldwide.
Luma Financial Technologies Appoints Tara York as Head of EMEA
September 16 2025
Luma Financial Technologies, a leading global fintech platform for structured products and other alternative investments, today announced the appointment of Tara York as the company’s new Head of EMEA.
Insigneo Partners with Luma Financial Technologies to Upgrade Structured Note Product Capabilities and Advisor Efficiencies
April 2 2025
Insigneo, an international wealth management firm at the forefront of advisor-centric innovation, has partnered with Luma Financial Technologies (“Luma”), a prominent provider of structured product and insurance technology, to elevate its structured note capabilities and further streamline advisor workflows. Through the adoption of Luma’s market-leading technology, Insigneo is now upgrading its existing offerings with real-time trade data, advanced reporting tools, and a streamlined solution that supports each stage of the product lifecycle.
Ensight and Luma Financial Technologies Partner to Transform the Life & Annuity Sales Experience for Financial Professionals
March 4 2025
Ensight (San Diego), the leading sales enablement platform for annuity, life and long-term care (LTC) insurance carriers and distributors, has announced a strategic platform integration partnership with Luma Financial Technologies ( LUMA), a global provider of structured products and insurance solutions. Through this technology partnership, Ensight and Luma have developed a seamless integration, introducing the first unified annuity, life, and LTC quoting capability within Luma. Ensight’s digital, interactive “Sales Story” platform will also be fully connected into Luma, enabling insurance carriers to provide new digital product marketing experiences to advisors, as well as Luma distribution partners to build and deploy modern digital sales concepts using Ensight’s underlying platform technology.
Luma Financial Technologies Partners With Advantage Insurance Network, Inc. (AIN) to Enhance Annuity and Life Insurance Access
December 5 2024
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, has partnered […]
Luma Financial Technologies Expands Into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities
November 15 2024
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is excited […]
Luma Financial Technologies Continues Global Expansion with Lisbon Office
September 10 2024
Luma Financial Technologies, the world’s top independent, multi-issuer, capital-markets based alternatives platform, is further expanding […]
Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions
April 2 2024
Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and […]
Luma Financial Technologies Appoints Arun Kumar as Chief Technology Officer
November 18 2021
Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities […]

