Company Information

Get to know Luma Financial Technologies

Luma Financial Technologies is a B2B fintech company that operates a platform for market-linked investments, specifically structured products and annuities. Born from a collaboration between Bank of America Merrill Lynch, Morgan Stanley, and other leading financial institutions, Luma was created to standardize and digitize the marketplace for these complex financial products. The company's mission is to provide financial advisors and wealth managers with a state-of-the-art platform that offers a diverse marketplace, customizable product creation tools, in-depth training, and comprehensive lifecycle management capabilities to simplify and bring transparency to the entire investment process.

Industry

Technology Software Trading PlatformPRIMARY
Financial Banking
Financial Other Service

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Luma Financial Technologies

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.