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Wealth Management · Davis Janowski ·

NYC-based Luminary, which develops AI-powered workflow tools for estate planning and wealth transfer management, raised a $22M Series A led by Ten Coves Capital

The fintech, which launched in 2022, now supports client assets totaling more than $500 billion and plans to further expand its AI capabilities and commercial team.

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In this story Luminary Ten Coves Capital
NYC-based Luminary, which develops AI-powered workflow tools for estate planning and wealth transfer management, raised a $22M Series A led by Ten Coves Capital

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Wealth Management — NYC-based Luminary, which develops AI-powered workflow tools for estate planning and wealth transfer management, raised a $22M Series A led by Ten Coves Capital ↗

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Sep 12Sep 13

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