Luma Financial Technologies

Luma is thrilled to announce the close of a $63 million Series C financing led by Sixth Street Growth, the growth investing business of Sixth Street, with participation from existing strategic investors.     The new funding will accelerate our expansion across key markets, support product innovation, and further enhance our global client support capabilities. Building on our established momentum, this next phase of growth will accelerate our ability to drive industry-wide transformation through greater accessibility, seamless integration, and a continued commitment to advisor-centric innovation through our objective, end-to-end platform and marketplace offering.     As our CEO Timothy Bonacci shared:    “This investment is a testament to the confidence our partners have in the value Luma brings to the market and the strength of the foundation we’ve built. We’ve experienced significant growth by staying focused on delivering value to our clients, and this new capital will accelerate that trajectory by deepening our presence in key markets and continuing to innovate — all while staying true to the principles that have driven our success.”    For more info: 👇    Read the announcement press release: https://lnkd.in/gJngGvT8

Join Brady Beals, CFA, CAIA to learn firsthand how firms using Luma have transformed how they research, purchase and manage structured products. Now, with a direct integration into Addepar, that same level of innovation extends to portfolio reporting and management. Secure your spot to learn more! Morning session: Tuesday, April 29th, 10AM EST - https://lnkd.in/dWCGgrnB Afternoon session: Tuesday, April 29th, 2PM EST - https://lnkd.in/dWWDu7Us

Luma’s Lifecycle Manager brings clarity and control to advisors by making it easier than ever to track, review, and act on annuity and life insurance policies all from one centralized dashboard. Discover how you can drive better results today, with the option to scale into Luma’s broader suite of tools and solutions.

When investment processes are manual and scattered, clients’ needs suffer. Luma centralizes everything—product access, pricing visibility, and powerful analytics—so you can make faster, smarter decisions with confidence. Efficiency that scales with your business. Learn more: https://lumafintech.com/

These are the moments that test advisors and define the value of a platform like Luma. Market uncertainty can be challenging, but it’s also a time of opportunity. Advisors are actively seeking ways to navigate shifting conditions, protect portfolios, and uncover new ideas—and they’re turning to Luma to do it. During this period of heightened market activity, advisor engagement on the platform has surged—clear proof that when timing matters most, advisors rely on Luma to act quickly and confidently. We’ve built our platform with a long-term vision and a commitment to delivering differentiated value. Volatility may dominate the headlines, but with Luma, it doesn’t have to dictate your strategy. Luma helps advisors turn uncertainty into action: https://lnkd.in/dy4T9_y

Managing life insurance and annuities just got smarter! Luma’s Lifecycle Manager gives you the speed, flexibility, and control to manage your in-force book more efficiently across all carriers, with real-time alerts, custom views, and integrations with multiple order entry vendors. No tech overhaul. No disruption. And because it’s part of the broader Luma ecosystem, you’re always just one step away from expanding into a full end-to-end solution—education, quoting, ordering, and servicing—all designed to work together. Click the link to schedule a personalized demo and see how Lifecycle Manager fits seamlessly into your insurance and annuity workflow. Whether you're modernizing operations or expanding product lines, Lifecycle Manager helps you move faster and stay ahead. https://lnkd.in/dy4T9_y

Luma's Director of Investment Solutions, Brady Beals, CFA, CAIA, shares his perspective in Wealth Solutions Report as their WealthTech Leader of the Month, highlighting how capital-markets based alternatives can help advisors offer more resilient, diversified portfolios. Check out the full article to learn how Luma is equipping advisors with tools to thrive in evolving market conditions: https://lnkd.in/gqpumWHk

Luma is excited to share that we’ve partnered with Insigneo to elevate their structured note capabilities! Now live across Insigneo’s network, this integration delivers real-time trade data, advanced reporting, and actionable event monitoring—all within a unified, customizable experience. With access to Luma’s robust Product Marketplace, Insigneo advisors can now research investment solutions more efficiently than ever before. Together, Luma and Insigneo are redefining what simple and efficient structured product management looks like. Learn more: https://lnkd.in/g5dhitXR

By not utilizing Luma's exclusive portfolio management solutions, you miss out on vital analytics needed to support your fiduciary duty and provide advice in your client’s best interest. Our award-winning technology provides control over your entire structured product book of business. With the click of a button, you can gain on-demand insights into your investments’ business. Discover why advisors rely on Luma’s interactive portfolio reporting to quickly make informed decisions. Learn more: https://lumafintech.com/

Happening today! Luma is thrilled to support the Next Generation of financial professionals at Citywire Americas Miami Advisor Day. Join Pablo Ortega and Fernando Concha Bambach as we connect with top international and offshore advisors and celebrate the future of our industry. Proud to champion rising leaders making a real impact!