Luma Financial Technologies has expanded its partnership with Yieldstreet.
Luma is broadening registered investment adviser (RIA) access to alternative investment products that can play a fundamental role in building a diversified portfolio.
“Undoubtedly, technology stands as the pivotal factor in democratizing access to alternative investments, empowering financial advisers to construct portfolios for their clients that include a wider range of diversified solutions,” said Tim Bonacci, CEO and president at Luma Financial Technologies. “Through the combination of Luma’s pioneering product data and analytics with Yieldstreet’s extensive array of premium private market alternative options, our users gain greater access and transparency to products that can play a key role in building multifaceted portfolios on behalf of their clients. We’re excited to continue building upon our synergies with Yieldstreet and to take yet another step forward in making alternat