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Teamwork Makes (the Client's) Dream Work
BLOG POST / Featured

Teamwork Makes (the Client's) Dream Work

November 1, 2023

Dave St. Geme

|

Head of Product, Co‑Founder

Celebrating our SOC 2 Type 2 completion: Reinforcing our commitment to security
Blog Post

Celebrating our SOC 2 Type 2 completion: Reinforcing our commitment to security

July 20, 2023

David Barnard

|

CEO, Founder

Luminary + Addepar: A new integration to streamline and elevate trust & estate planning
Blog Post

Luminary + Addepar: A new integration to streamline and elevate trust & estate planning

July 5, 2023

Dave St. Geme

|

Head of Product, Co‑Founder

Introducing Legacy Blueprint: From Dense to Digital
Product Announcement

Introducing Legacy Blueprint: From Dense to Digital

June 20, 2023

Angela Kim

|

Product Strategist

Luminary Successfully Completes SOC 2 Type 1 Audit
Blog Post

Luminary Successfully Completes SOC 2 Type 1 Audit

March 29, 2023

Focus Financial Partners Makes a Minority Investment in Luminary
Press Release

Focus Financial Partners Makes a Minority Investment in Luminary

February 14, 2023

Fintech’s Next Frontier: Introducing Luminary
News

Fintech’s Next Frontier: Introducing Luminary

February 14, 2023

Introducing Luminary: Technology Transforming Wealth Transfer
Blog Post

Introducing Luminary: Technology Transforming Wealth Transfer

February 14, 2023

David Barnard

|

CEO, Founder

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