Estate planning · None
Luminary Raises $22M to Scale AI Wealth Transfer Planning Platform
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.
Read the original at WealthManagement.com ↗
What changed
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.
Planning context
Why it matters
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