other
IEQ Capital
FOSTER CITY, CA
CRD: 301819
In network coverage since September 10, 2026 · 2 stories
$56.8BRegulatory AUMSEC Form ADV · Oct 24
266EmployeesForm ADV
Regulatory AUM · Sep 12 – Oct 24
Network coverage
Tax & estate planning
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.