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This month, we’re making it even easier to lead with planning. A new client-friendly trust summary prompt simplifies conversations across generations, while expanded support for key documents like prenuptial agreements and letters of wishes brings more of the estate plan into view. You can now push estate data directly into Addepar dashboards, and updated Estate360 visuals deliver a cleaner, more compelling way to present structures. We’ll be at Heckerling next week — visit us at booth 525 — and we’re honored to be named one of Built In’s Best Startups to Work For in NYC.
Luminary successfully completes SOC 2 audit to further its commitment to security as a leader in Trust and Estates software innovation
Luminary is a collaboration platform bringing new efficiency to how advisors connect client assets with legacy goals. Today, we’re announcing that we’ve raised $9.5mm in capital led by 8VC, along with VCs and strategic investors including Fin Capital, Focus Financial Partners, Rockefeller Asset Management Technology Ventures Group, and several family offices.
