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(November 19, 2025) – Luma Financial Technologies (“Luma”), a global platform for structured products, annuities, and life insurance solutions, today announced a strategic integration with BlackRock’s Aladdin Wealth platform. The integration enables the delivery of enhanced structured product data and analytics to Luma and Aladdin Wealth clients via the Aladdin Wealth platform.
Global wealth managers and private banks will now benefit from a unified, whole portfolio view to more effectively forecast, analyze, and evaluate structured exposures within client portfolios. Luma’s issuer-agnostic structured product data engine delivers real-time data feeds directly into the Aladdin Wealth platform and its analytics framework through secure APIs—reducing friction and ensuring access to structured product information within existing workflows.
Leveraging Luma’s dataset—which tracks and administers more than $300 billion in structured products globally and supports the full product lifecycle, including post-trade performance monitoring and analytics—Aladdin Wealth and Luma mutual clients can now more effectively forecast, analyze, and evaluate structured exposures within client portfolios. The integration expands data coverage and increases accessibility to strengthen risk oversight, help improve decision-making, and align investments with client objectives.
“As structured products become an increasingly important component of institutional and wealth portfolios alike, investment teams need deeper, more transparent data to manage exposures and construct portfolios with confidence,” said Brady Beals, Managing Director, Head of Investment Solutions at Luma Financial Technologies. “BlackRock Aladdin’s decision to integrate Luma data within the Aladdin Wealth platform reflects the industry’s growing demand for institutional-grade analytics that support a consistent investment process across client segments globally.”
“Aladdin is committed to supporting the whole portfolio, not just traditional asset classes,” said Ted Stratigos, Global Head of Aladdin Wealth Tech. “Partnering with Luma brings clients the full spectrum of structured products across global wealth markets, reflecting our focus on building an ecosystem that helps advisors understand, manage, and optimize structured product exposures alongside the rest of the portfolio. This marks another important step in our journey to bring powerful, connected analytics to the whole portfolio.”
The integration reflects a broader industry shift toward data-driven decision-making and cross-asset visibility. With Luma data now integrated into the Aladdin Wealth platform, investment teams worldwide gain a holistic lens on structured product exposures, supporting diversified, resilient portfolios designed to meet client goals across market cycles.
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech platform adopted by broker/dealers, RIA offices, and private banks around the world. Luma enables financial professionals to research, price, purchase, and manage structured products and annuities through a transparent, independent, multi-issuer platform. By simplifying complexity across education, creation, order entry, and post-trade management, Luma delivers efficiency and scalability to institutions and advisors alike.
Headquartered in Cincinnati, OH, Luma also has offices in New York, Miami, Zurich, and Lisbon.
For more information, visit www.lumafintech.com or follow us on LinkedIn.
Aladdin Wealth is BlackRock's proprietary technology platform that enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships by surfacing business opportunities to personalize client portfolios. As a strategic partner to wealth managers and private banks, Aladdin Wealth combines sophisticated risk analytics with comprehensive portfolio management on a single, unified platform.