Newsroom

Press Release / Featured

Luminary Announces Closing of Convertible Note and Rudy Adolf as Board Advisor

April 4, 2024

Mary Huang

Chief of Staff

NEWS / Featured

WealthTech100 names Luminary as a top company transforming wealth management

April 3, 2024

Jemima Law

BizOps Lead

PRODUCT ANNOUNCEMENT / Featured

Luminary launches gift analysis tool, useful for prospecting & driving client engagement

March 28, 2024

Vik Prasad

Product Strategist

PRODUCT ANNOUNCEMENT / Featured

Luminary launches modeling tool for illustrating hypothetical changes to estate plans

February 20, 2024

Vik Prasad

Product Strategist

Product Announcement / Featured

Cutting to the Chase: AI-assisted Document Review

November 29, 2023

Vik Prasad

Product Strategist

PRESS RELEASE

Luminary Announces Closing of Convertible Note and Rudy Adolf as Board Advisor

April 4, 2024

Product Annoucement

Luminary launches Presentation Builder, automating the creation of tailored estate plan reports

February 28, 2024

Josh Gelinas

Product Lead

Product Announcement

Transfer-alpha: Value hiding in plain sight

January 8, 2024

Josh Gelinas

Product Lead

BLOG POST

Teamwork Makes (the Client's) Dream Work

November 1, 2023

Dave St. Geme

Head of Product, Co‑Founder

Product Announcement

Unlock insight and engagement: Introducing the Luminary Estate Waterfall

September 19, 2023

Vik Prasad

Product Strategist

Blog Post

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

July 20, 2023

David Barnard

CEO, Founder

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

Product Announcement

Introducing Legacy Blueprint: From Dense to Digital

June 20, 2023

Angela Kim

Product Strategist

Blog Post

Luminary Successfully Completes SOC 2 Type 1 Audit

March 29, 2023

Press Release

Focus Financial Partners Makes a Minority Investment in Luminary

February 14, 2023

News

Fintech’s Next Frontier: Introducing Luminary

February 14, 2023

Blog Post

Introducing Luminary: Technology Transforming Wealth Transfer

February 14, 2023

David Barnard

CEO, Founder

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