Tagged: luma

January 25, 2024 @ 7:50 am By Omar Faridi  |  

Luma Financial Technologies, an independent multi-issuer structured products and annuities platform, has expanded its partnership with Yieldstreet, a private market investment platform, to bring Yieldstreet’s diverse offerings to Luma’s customer base. In doing so, Luma is broadening Registered Investment Advisors (RIAs) access “to alternative investment… Read More

June 8, 2022 @ 10:39 am By JD Alois  |  

Yieldstreet, an alternative investment platform that provides access to a diverse range of assets to both accredited and non-accredited investors, says it has topped $100 million in structured note sales while revealing a new partnership with Luma Financial Technologies. Luma is a buy-side technology platform… Read More

December 9, 2021 @ 10:47 pm By Omar Faridi  |  

Luma Financial Technologies, which claims to be one of the top independent and “most objective,” multi-issuer structured products and annuities platform, is pleased to introduce annuity replacement analysis within their comparison tool, “Luma Compare.” As mentioned in the update, this feature supplies advanced data analytics… Read More