Luma Financial Technologies Mission, Vision & Values

Luma Financial Technologies Mission Statement

Luma Financial Technologies began over 10 years ago with a mission to create a fully customizable, multi-product, multi-issuer, carrier neutral platform that took the complexities out of managing complex financial products, and give advisors smart solutions that they can believe in. Our award-winning platform, and our people, have earned Luma the privilege to partner with some of the largest financial institutions in the world, and helping Luma become the unquestioned global leader in financial technology that supports Structured Products. While Luma has expanded into the Annuity category, and opened offices in Latin America and Europe, our award-winning global technology and our people remain true to our mission of transparency, objectivity and integrity, with a comprehensive, company-agnostic platform, clear pricing structures and customizable solutions. We are leading a global movement to bring bank leaders and advisors smart.