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Luminary
In PWD coverage since September 10, 2026 · 8 stories
3Deals on our tracker
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Sep 9, 26Deal closedRockefeller · BNY · Focus Financial Partners · Ten Coves Capital · 8VC · Fin Capital — coverage
Sep 9, 26Deal closedRockefeller · BNY · Focus Financial Partners · Ten Coves Capital · 8VC · Fin Capital — coverage
PWD coverage
The Close
Direct indexing's trillion-dollar forecast is a platform stat, not demand
The overlay solved the tax engine and left the harder problem in the meeting: an advisor who can put a dollar figure on tax alpha.