Luma Financial Technologies

More clarity. Smarter decisions. Move beyond limited pricing visibility to transparent, competitive pricing and better insights. Luma puts control back in your hands - helping you discover the best opportunities with speed and precision.

Luma is honored to be the Next Generation Sponsor at Citywire Americas Miami Advisor Day on March 26! We’re excited to have Pablo Ortega and Fernando Concha Bambach representing Luma at this exclusive event that is bringing together international and offshore financial advisors in the U.S. As the industry continues to evolve, recognizing the next generation of financial professionals is more important than ever. We’re thrilled to support this initiative and celebrate the rising leaders who are making a lasting impact. Looking forward to connecting in Miami!

Luma is looking forward to connecting at the SRP Europe Conference over the next two days, with David Wood and Gabriel Stoll, CFA, CAIA representing us. Don’t miss David on the “Technology and Distribution” panel as we discuss how tech is shaping the future of structured products. Looking forward to great conversations!

The choice is simple: Disjointed and manual, or streamlined and efficient. Luma makes the transition seamless to simplify complex investment management, giving you time back to focus on what matters most, delivering superior client service! Learn more:?https://lumafintech.com/

Luma is proud to back as an Associate Sponsor of the SRP Europe Conference on March 18th! As leaders in structured product technology, we’re thrilled to have David Wood, Managing Director of International Business, and Gabriel Stoll, CFA, CAIA representing Luma at this year’s event. Be sure to catch David on the panel discussion “Technology and Distribution”. As the structured product industry evolves, embracing technology-driven solutions is more important than ever. We look forward to engaging in this conversation and sharing how Luma continues to empower financial professionals worldwide.

Earlier this week, Luma was proud to participate in LIMRA’s Distribution and Marketing Conference, where our own Jay Charles joined a panel discussion on “Revolutionizing the Annuity Industry: Harnessing Data Analytics and Experience.” The discussion highlighted how distributors, financial professionals, and issuers are leveraging technology and data to enhance efficiency in the annuity market. A big thank you to LIMRA for bringing the industry together to advance these important conversations!

The BISA 2025 Annual Convention starts today, and Luma is excited to be back! Join us at booth 513 to explore how our innovative technology is simplifying insurance solutions, and structured products for financial professionals." Jay Charles, Donald Pogan, Steven Acosta, Jason Mummau

Luma is happy to announce our newest partnership with Ensight?! This integration delivers a fully connected, digital-first experience for financial professionals—unifying annuity, life, and LTC quoting in one place. Learn more here: https://lnkd.in/gx87CPJJ

How is Luma empowering the industry to grow and deliver better client outcomes? - Disjointed Processes and Manual Bottlenecks → Streamlined workflows and operations - Limited Transparency → Consolidated, objective data and transparent pricing - Manual Investment Research → Centralized marketplace with on-demand analytics - Limited investment Access → Seamless expansion of investment offerings Discover the impact of how Luma simplifies complexities and unlocks new investment opportunities. https://lumafintech.com/

The BISA 2025 Annual Convention is just over a week away and Luma is thrilled to return as an exhibitor! Visit us at booth 513 to experience our trusted, transparent technology that empowers financial advisors in managing insurance solutions and structured products. Discover how our award-winning technology streamlines these investments with unparalleled efficiency and clarity.