Topic

Wealth transfer technology

Software used to plan and administer the passing of assets between generations, covering estate structures, trusts, beneficiary modelling and the related tax work.

Current clusters

invest2 publishers

Ten Coves leads a $22M bet that estate paperwork is a software market

Ten Coves Capital led $22 million into Luminary, whose platform reads estate documents for advisers overseeing more than $500 billion in client assets. Human reviewers still check what the AI extracts.

Publishers:crowdfundinsider.comthesaasnews.com

Reality

Evidence42
Adoption40
Hype gap+12
Incentives78
Confidence55