Tag : Tim Bonacci

Luma Financial Technologies and TD Securities to Bring Enhanced Structured Products Management to Canadian Investment Professionals
Finance Investment Services News

Luma Financial Technologies and TD Securities to Bring Enhanced Structured Products Management to Canadian Investment Professionals

Business Wire
by Business Wire0
New relationship brings lifecycle management, analytics and performance reporting capabilities to investment professionals across Canada’s premier wealth management firms Luma Financial Technologies announced a new relationship through which TD Securities Inc. (TD Securities) will make Luma’s lifecycle management, analytics and performance reporting capabilities available to investment professionals across all of......
Luma Financial Technologies Announces the Closing of a $63 Million Series C Investment Led by Sixth Street Growth
Finance Fintech Investments News

Luma Financial Technologies Announces the Closing of a $63 Million Series C Investment Led by Sixth Street Growth

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announced today that it has closed a $63 million Series C financing led by Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. Existing strategic investors including Bank of America, Morgan Stanley,......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
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