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DirectoryFinance & InsuranceFinTechZurichLuma Financial Technologies AG
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Luma Financial Technologies AG

Summary

About the company

Luma provides a platform for financial experts and advisors, enabling them to work efficiently and precisely. The company's core activity is to provide solutions for portfolio management, structured product management, and process automation in the financial services sector. This includes features such as real-time performance tracking, automated event updates, on-demand analytics, electronic order capture, and post-trade management. The company positions itself as a provider of innovative and transparent solutions for the financial industry.

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Products & services

Industry:FinTech
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✓ Offered9
Platform for structured products
Pricing, execution and management of structured products via a provider-neutral platform with product comparison, documentation, compliance and analytics.
Annuity platform
End-to-end solution for annuities, from training and product search through configuration, quotation and order entry to ongoing administration and reporting.
Life insurance platform
Connected life insurance platform with training, search, comparison, quote issuance, electronic application, policy services and automated notifications.
Product marketplace
Marketplace for institutional investment solutions with search, comparison and trading, product documentation, a configurable order system, as well as suitability and compliance functions.
Pricing module
Digital creation, pricing and execution of tailored investment solutions with automated price discovery, analysis, centralized request tracking and compliance workflows.

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Location

Höschgasse 25
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-167.766.337
Founded
2021 · 5 years
Last commercial register change
September 12, 2022
Employees
101 to 500

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