Our VisionToday, access to advanced trust & estate strategies is a series of unconnected steps, which can be costly and cumbersome. We believe that software can streamline design complexity and manual workflows, reduce execution risk, and expand opportunities for use. Our vision is to create seamless transparency between wealth owners and the people and causes that make money meaningful.
Luminary is backed by the venture capital firm, 8VC. The company was founded in 2022 and is led by David Barnard (CEO), former Head of Private Wealth at AllianceBernstein, and Joe Lonsdale (Chair), managing partner at 8VC and co-founder of Addepar, Palantir, OpenGov, among other companies.