Opening storyStartups & growth· AnalysisMeli brings family belongings into estate-planning conversationsMeli Technologies Inc. offers Meli, which lets clients record belongings, intended recipients and family stories for advisors through professional plans.10 Nov 2026 · MoneyMakers
Opening storyFunding & fundraising· NewsLuminary raises $22M to bring AI into wealth transferTen Coves Capital leads the Series A for software that turns estate and ownership documents into structured records for advisers.21 Sept 2026 · MoneyMakers