Luma Financial Technologies
Curated by SignalTrade life cycle management platform for structured products and annuities.
Overview
Luma Financial Technologies focuses on trade life cycle management, offering a platform designed for financial advisors to oversee structured products and annuities. The platform aims to address inefficiencies associated with manual processes through automation, real-time processing, and integrated risk management tools. It targets broker-dealers and registered investment advisors, with the intention of improving operational efficiency and compliance, while allowing firms to develop custom deals suited to client portfolios. The platform features compliance checks and a learning center intended to assist advisors in understanding and presenting investment options. Luma's approach to managing alternative investments is positioned to potentially enhance revenue and broaden product offerings for its users.
Key facts
- Founded
- 2018
- Headquarters
- Cincinnati, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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Open roles
30 rolesEntry-Level Sales Associate
Cincinnati, OH · On-site · Internship
Product Owner, Asset Management
New York, NY · On-site · Internship
Client Relationship Manager Associate, Europe
Zurich, Zurich, Switzerland · On-site · Volunteer
