Luminary wins two awards in the eleventh annual Family Wealth Report Awards 2024
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Luminary wins two awards in the eleventh annual Family Wealth Report Awards 2024


May 7, 2024

Luminary wins two awards in the eleventh annual Family Wealth Report Awards 2024

Jemima Law


Business Operations

Luminary, the leading estate planning software provider servicing the US family office and wealth management industry, has been selected as the winner in the ‘Fintech Start-Up’ and ‘Product Innovation (B2B)’ categories at the Eleventh Annual Family Wealth Report Awards 2024 program.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

The first award, Fintech Start-Up, celebrates the company’s commitment to revolutionizing wealth transfer. The platform offers wealth advisors an opportunity to tangibly add to their own client value proposition while creating stronger inter-generational relationships, driving better retention, and more referrals.

The second award, Product Innovation (B2B) is a testament to their unwavering dedication of providing unparalleled value to their customers.  Luminary elevates how investment, legal, and tax advisors collaborate to connect client assets with complex legacy goals. Their open-architecture system enables any advisor to collaborate seamlessly across the wealth advisor ecosystem.

Commenting on the firm’s awards, David Barnard, CEO, Luminary said:

“It’s a great honor to be recognized among the best and brightest in the industry. We take special pride in being innovators, especially in ways that simplify complexity and help teams work better together. Connecting financial assets with legacy goals is among the most meaningful of all advisory services, and the most valuable. We’re excited to be building the technology infrastructure to power it. ”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all winners and highly commended companies, "Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year. We have seen a marked increase in entrants and interest in all our global awards programs and Family Wealth Report is no exception.”

“These awards are so beneficial as they give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the elite list of wealth management professionals who form the global elite of Family Wealth Report Award winners", he continued.

Winners and highly commended companies were announced on 2 May 2024 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.

About Luminary

Luminary is a data and collaboration platform purpose-built for estate planning. Customers include family offices, RIAs and wealth management firms of all types, as well as professional practices in the legal and tax industries, and major insurance companies.

The company's unique open-architecture collaboration technology enables multiple parties to work seamlessly together in service of a shared client. It uses human-in-the-loop AI assistance to digitize information that otherwise lives in original documents, and connects it to applications that enable users to create rich visualizations, perform forward looking scenario analysis, and incorporate what-if strategy modeling.

Luminary is based in New York City, SOC2 Type II certified, and backed by leading venture capital investors, prominent wealth management firms, as well as several family offices.

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