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Join Luminary for a discussion on turning uncertainty into opportunity, and how having the right data and tools can add a differentiating dimension to client conversations—not just in challenging times, but as a scalable, ongoing part of next generation advisor practices.
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Luminary’s new Estate Waterfall brings legacy planning to life with easy-to-understand, client-friendly visualizations. With Luminary’s Estate Waterfall, advisors can scale how they demonstrate a holistic understanding of their clients' estate plans and personal goals. Luminary unlocks trust & estate services as a key competitive advantage, strengthening existing relationships across generations, and opening new opportunities to distinguish advisory services to prospective clients. Luminary is technology transforming wealth transfer.
Establishing trust is essential when building a legacy plan. That's why at Luminary, we're proud to announce our successful SOC 2 Type 2 audit completion, reinforcing our commitment to security and confidentiality.
Luminary’s collaboration platform streamlines and elevates how advisors deliver trust and estate services as a core part of their client value proposition. By integrating Luminary and Addepar, it’s easier than ever to visualize complex estate plans and quantify the incremental value of effective tax and transfer strategies.
Luminary is a fully-integrated collaboration platform that brings scale efficiency and tangible impact to trust & estate planning. With our new Legacy Blueprint feature, users can easily create visualizations for complex trust details and make connections between different entities and beneficiaries in an estate plan. And our digital system of record and intuitive interface streamlines wealth advisor-attorney engagement like never before.
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.