AdvisorEngine vs Luminary

AdvisorEngine vs Luminary, compared side by side on 15 data points: what each one does, how big it is, what it has raised, the tech running each site, and what users report. We score both out of 100 on traction, team and visibility: AdvisorEngine is on 55/100 and Luminary on 50/100.

AdvisorEngine logo
AdvisorEngineDigital wealth management platform for financial advisors to grow their businesses.
Try AdvisorEngine
Luminary logo
LuminaryFinancial planning and client engagement platform.
Try Luminary

Where each one leads

AdvisorEngine

  • our overall score: 55/100 against 50/100
  • domain rating: 55/100 against 27/100

Luminary

  • agent readiness: 43/100 against 35/100

At a glance

MeasureAdvisorEngineLuminary
What it isDigital wealth management platform for financial advisors to grow their businesses.Financial planning and client engagement platform.
CategoryFintech, WealthTech, Financial Planning Software, CRMFintech, WealthTech, Estate Planning Software, SaaS
Sells toBusiness modelB2BB2B
OfferingPlatformSoftware
Founded20152022
HeadquartersNew York, United StatesNew York, United States
StatusActiveActive

Size, funding and growth

MeasureAdvisorEngineLuminary
Employees77Not published
Open rolesNot published9
Total fundingNot published$9.5M
Latest roundNot publishedSeries A
LinkedIn followers4,457Not published

StartupHub scores

Our own 0-100 ratings. They measure company strength and site quality, not which product suits you.

MeasureAdvisorEngineLuminary
StartupHub scoreOur 0-100 rating55/10050/100
Traction29/10035/100
TeamNot published70/100
CommunityNot published15/100
Search visibility66/10019/100
QualityNot published58/100
Agent readinessHow well an AI agent can read and act on the siteF (35/100)D (43/100)
Domain ratingLink authority, 0-10055/10027/100

Technology

Detected on each public site, so it reflects the marketing stack as well as the product.

MeasureAdvisorEngineLuminary
CDNCloudflareCloudflare
CMSNot detectedWebflow
PaymentsStripeNot detected
AnalyticsGoogle Analytics 4, Google Tag Manager, HotjarGoogle Tag Manager
Support stackHubSpotHubSpot

AdvisorEngine vs Luminary: common questions

Which is better, AdvisorEngine or Luminary?

On our 0-100 score AdvisorEngine rates higher (55/100 against 50/100). The score weights traction, team, visibility and profile completeness, so it reflects company strength rather than which product suits you. We compare the two on 15 data points above: read the rows that match what you are buying for.

How do AdvisorEngine and Luminary compare on the numbers?

AdvisorEngine leads on our overall score (55/100 against 50/100), domain rating (55/100 against 27/100). Luminary leads on agent readiness (43/100 against 35/100).

Read the full AdvisorEngine review and pricing or the Luminary review and pricing. You can also browse other AdvisorEngine alternatives we track.