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.

Founded in

United States