Featured Resources

All
September 4, 2025
What's new at Luminary: September update

This month, we’ve made it easier than ever to educate clients, track workflows, and deliver polished planning outputs. Highlights include a new Education page with client-ready resources, smarter Notifications & Activities for workflow tracking, and expanded Insights to surface potential planning concerns.

Read More
All
Product announcement
GST Tax Calculation: A Deeper Level of Tax Precision
Read More
All
Webinar
Watch On Demand: The Next Frontier for AI in Wealth Transfer
Read More
All
Product announcement
Introducing Luminary Insights: AI-Powered Estate Planning Guidance for Every Client
Read More
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
All
Press Release
Focus Financial Partners Makes a Minority Investment in Luminary

All
All
News
Fintech’s Next Frontier: Introducing Luminary

All
All
Blog Post
Introducing Luminary: Technology Transforming Wealth Transfer

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.

All