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Sunday, September 13, 2026The Morning Brief →Sign in
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Luminary

In PWD coverage since September 10, 2026 · 6 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 9, 26Deal closedRockefeller · BNY · Focus Financial Partners · 8VC · Ten Coves Capital · Fin Capital — coverage
Sep 9, 26Deal closedRockefeller · BNY · Focus Financial Partners · 8VC · Ten Coves Capital · Fin Capital — coverage
PWD coverage
book

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.
Features · Sep 12AI has entered the client meeting, and fees haven't moved
Deals & PE · Sep 10Three wealth platforms just bought a stake in the estate file
Moves · Sep 10The estate-planning attorney's new client is the multi-state RIA
M&A · Sep 10Envestnet's Vestmark price is a retention hedge
Deals & PE · Sep 10Luminary's $22 million round puts its buyers on its cap table
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