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Navian Capital, Bank of America Merrill Lynch & Morgan Stanley Partnership

Cincinnati, OH – July 31, 2018: – Luma Financial Technologies, a new venture formed by co-investors Navian Capital, Bank of America Merrill Lynch and Morgan Stanley, announces the launch of an independent, multi-issuer electronic platform for structured products and annuities.

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July 31, 2018
Why is Navian's ATLAS the Industry Leading SP Platform?

Cincinnati, OH – December 11, 2017: – For nearly a decade Navian’s Platform, ATLAS, has been utilized by Broker Dealers and their advisors across the U.S.

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December 11, 2017
ATLAS Is Featured at BNP's Structured Product Conference

Palm Beach, FL – October 19, 2017: – Navian Capital was selected to present its ATLAS Platform at the 7th Annual BNP Structured Product Conference.

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October 19, 2017
Navian Capital Announces Its Newest Relationship Managers, Lance Mogdics & Stephen Wonnacott

Cincinnati, OH – July 25, 2017: – Navian Capital is pleased to announce and welcome its newest members Lance Mogdics & Stephen Wonnacott.

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July 27, 2017
Navian Capital Wins BISA Technology Award for 3rd Consecutive Year

New Technology Lands Navian Capital Recognition in the Financial Industry

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March 14, 2017
Waycross Partners Enters Into Partnership With Navian Capital

Louisville, KY – November 14, 2016: Waycross Partners announced today it will be working in collaboration with Cincinnati-based Navian Capital to market its investment strategies.

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November 14, 2016
CD Funding Officially Becomes Navian Capital

Today marks the debut of Navian Capital, as the nationwide distributor of financial solutions announced the change of its name from CD Funding Group, LLC.

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March 23, 2015
CD Funding Introduces Order Entry System

Second Phase of Customized Web Application Put into Motion

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December 11, 2014