Register to join the Luminary team for happy hour!

Come celebrate day 2 of Schwab IMPACT conference with the Luminary team. Join us for a private event at Press Club on November 20th from 6-8 pm, only a quick 5-minute walk from Moscone Center.

Meet Luminary's founders, connect with peers from the conference, and enjoy drinks and light bites on us. We're looking forward to having you!

   November 20th, 2024 

   6 - 8 PM PST 

   Press Club
        Located inside the Four Seasons Hotel
        20 Yerba Buena Ln, San Francisco, CA 94103

Swing by for the entire event or only for a bit — we're happy to see you for as long as you're available. 

About Luminary:

More than $100 billion in family and philanthropic giving capacity is created each year. But flaws in the current process impose over a billion in annual costs in order to access it. We are building the first product for wealth managers to automate the complex, and inefficient estate planning process

Luminary is a data and collaboration platform purpose built for trust & estate services. 

Our software digitizes information otherwise trapped in original documents, and connects it with applications for visualization, what-if analysis, tax value creation tracking, and custom reporting. We also enable third-parties to work seamlessly in service of a shared client.

Luminary’s customers are leaders in the delivery of trust & estate outcomes for complex clients, including wealth managers, professional services practices, and family offices. 

Luminary is founded by David Barnard (CEO), former Head of Private Wealth at AllianceBernstein, and Joe Lonsdale (Chair), managing partner at 8VC and co-founder of Addepar and Palantir, among other companies. We are backed by leading venture capital investors, prominent wealth management firms, as well as several family offices.