Luminary, an AI-native wealth transfer and administration platform, has raised $22 million in Series A funding led by Ten Coves Capital. The round included participation from BNY and 8VC, bringing total funding to nearly $32 million since launching in 2021. The platform ingests estate documents and converts them into structured data that powers workflows for financial advisors, trust companies, law firms and accounting firms. This helps them scale guidance on tax-efficient wealth transfer strategy and trust administration. Luminary currently supports client assets totalling more than $500 billion. Customers include Caprock, IEQ Capital and Wealth Enhancement Group. The funding will be used to expand AI capabilities, integrations and administrative workflows, whilst growing the sales and business development teams.

Rockefeller Global Family Office is expanding into Columbus, Ohio, with the addition of Jones Wealth Partners. The team, led by Private Advisor and Managing Director Sidney Jones, advises high-net-worth and ultra-high-net-worth individuals and multigenerational families. Jones brings more than 40 years of experience and has been recognised by Barron's Top 1,500 Financial Advisors list from 2010-2026 and Forbes' Best-in-State Wealth Advisors list from 2018-2026. The team was also named a Forbes Best-in-State Wealth Management Team from 2023-2026. Jones Wealth Partners includes six private advisors and additional support staff. The group will maintain offices in Columbus and Canfield, Ohio, serving clients across the state. They join from Merrill Lynch and will report to Brett Thelander, Northern Regional President of Rockefeller Global Family Office.

Rockefeller Global Family Office has expanded into Naples, Florida, adding Coplin Wealth Partners to its network. The team, led by Private Advisor and Managing Director Steven Coplin, advises ultra-high-net-worth individuals and families on complex financial matters. Coplin brings over 25 years of experience working with multigenerational clients and has been recognised by Forbes on its "Best-in-State Wealth Advisors List" for Florida from 2021-2026. The seven-person team joins from Morgan Stanley and will report to Kristen Sario, Southeast Regional President of Rockefeller Global Family Office. The Naples office marks Rockefeller's seventh location in Florida, joining existing offices in Boca Raton, Fort Lauderdale, Palm Beach Gardens, Ponte Vedra, Wellington and Winter Park.