Applied AI Lead
LuminaryEstate Planning company
Hybrid
8VC
Fin Capital
Focus Financial Partners
Rockefeller Asset Management Technology Ventures Group
About the role
- •About Luminary Luminary powers how advisors connect their client’s financial assets with generational gifting and philanthropic giving goals.
- •Some $90 trillion will pass between generations in the decades ahead
- •and high net worth asset owners say they want their advisors to lead them through this process.