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Wealth Management EDGE

Prices increase Friday, May 1

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June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Luma Financial Technologies

Profile

Luma Financial Technologies is an independent, multi-issuer/carrier technology provider that helps financial professionals and distribution firms research, manage, and transact across structured products, annuities, and now life insurance. More than just a technology interface, Luma serves as a comprehensive operational partner, delivering objective product guidance, education, training, service, and ongoing support alongside an intuitive, advisor-centric experience. For more information, visit www.lumafintech.com.