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IEQ Capital

FOSTER CITY, CA
CRD: 301819
In PWD coverage since September 10, 2026 · 2 stories
$56.8BRegulatory AUMSEC Form ADV · Sep 11
266EmployeesForm ADV
PWD coverage
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Luminary's $22 million round is a bet on the estate-document layer

The raise is small against a claimed $500 billion in client assets supported; the real wager is whether advisors come to treat Luminary as the place those documents live.
Deals & PE · Sep 10Luminary's $22 million round puts its buyers on its cap table
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