Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system. Its education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, our post-sales support provides life cycle support to ensure that advisors andclients are maximizing their purchases.It was founded in 2018 and headquartered in Cincinnati, Ohio.

FinTech

Retail

Luma Financial Technologies

Luma Financial Technologies' headquarters in Cincinnati, OH, United States

Timothy Bonacci

David Wood

Jeff Schwantz

Donald Pogan

Pablo Ortega

Bob Jenkins

Gim Lau

Lily Howe

The Software Development Team at Luma Financial Technologies is responsible for building, maintaining, and enhancing the company’s multi-issue platform used by banks, brokers, and dealers for order entry. This team ensures the platform is robust, secure, and efficient, enabling seamless transactions and a positive user experience. They collaborate closely with quality assurance and automation experts to rigorously test and optimize the software, ensuring top-notch performance and reliability.

Software Development Team

The Directors and Managers team at Luma Financial Technologies is responsible for overseeing various strategic and operational aspects of the company. This includes managing investment solutions, driving growth initiatives across the Americas, ensuring information security, guiding special projects, leading engineering efforts, and leveraging data analytics. They collaborate to align organizational goals, optimize processes, and support the company's mission of providing comprehensive order entry systems and post-sales support to financial advisors.

Directors and Managers

The Product and Data Analysis Team at Luma Financial Technologies is responsible for analyzing financial products, managing and interpreting data to improve financial solutions, and ensuring the efficiency of product operations. They support the development and optimization of tools that aid advisors in enhancing their sales and marketing efforts while also providing vital insights that bolster post-sales support systems.

Product and Data Analysis Team

The Marketing and Sales team at Luma Financial Technologies focuses on driving engagement and sales through strategic marketing initiatives and direct client interactions. This team is responsible for promoting Luma's multi-issue platform and its educational and training systems, targeting financial advisors, banks, and brokers to maximize sales efforts. They oversee digital marketing campaigns, develop annuity product strategies, manage regional and national sales operations, and coordinate programs to enhance market reach and customer support.

Marketing and Sales

The Client Relations and Success team at Luma Financial Technologies focuses on fostering strong relationships with private banks and key accounts, ensuring clients maximize the benefits of Luma's platform. They provide tailored support, conduct thorough training, and manage post-sales lifecycle services to enhance client satisfaction and usage of Luma’s order entry and education systems. This team plays a crucial role in client retention and the seamless integration of Luma's solutions into clients' operations.

Client Relations and Success

The Leadership Team at Luma Financial Technologies sets the strategic direction and oversees the company’s operations to ensure its growth and success. Consisting of senior executives including the Managing Director, Head Of Americas, Chief Product Officer, President & CEO, Chief Financial Officer, and Managing Director, the team ensures alignment with Luma's vision while driving innovation, managing financial health, and enhancing the platform's value to banks, brokers, dealers, and advisors.

Luma Financial Technologies

Org chart

Teams

Software Development Team

Directors and Managers

Product and Data Analysis Team

Marketing and Sales

Client Relations and Success

Leadership Team

Offices

Luma Financial Technologies

Org chart

Teams

Software Development Team

Directors and Managers

Product and Data Analysis Team

Marketing and Sales

Client Relations and Success

Leadership Team

Offices

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