Luma Financial Technologies offers a customizable order entry system that enables financial professionals to efficiently discover, research, purchase, and manage alternative investments. The platform addresses the need for transparency and compliance in investment management by providing a balanced marketplace and ongoing personalized support.
Funding
$37.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial professionals face challenges in efficiently discovering, researching, purchasing, and managing alternative investments due to a lack of transparency and the complexities involved. Existing systems often lack customization and comprehensive support, hindering effective investment management and compliance.
Solution
Luma Financial Technologies offers a customizable, buy-side order entry system designed to streamline the alternative investment process for financial professionals. The platform provides a balanced and unbiased marketplace where users can efficiently discover, research, purchase, and manage a wide range of alternative investments. By offering a fully customizable experience, Luma enables firms to tailor the platform to their specific needs, ensuring compliance and suitability. Ongoing personalized support and industry-leading innovation further enhance the user experience, making complex investing simple and transparent.
Target Audience
Luma's primary customers are financial professionals and institutions seeking to simplify and enhance their alternative investment processes.
Features
- Customizable order entry system for efficient alternative investment management
- Balanced marketplace providing access to a wide range of investment products
- Comprehensive research tools for in-depth product analysis
- Automated notifications for product lifecycle events
- Post-trade documentation and performance report downloads
- Learning Center with digital education and training resources
- Creation Hub for designing and pricing tailored investment solutions
- Innovative data modeling and insights for evaluating structured products and annuities