Luminary

LuminaryLuminary
Luminary

Luminary

Financial planning and client engagement platform.

DR 27Speed 462022ActiveNew York, United States
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About

Luminary offers AI-powered software that transforms trust and estate plans into organized digital records, enabling dynamic visualization, what-if analyses, and presentations. It serves wealth managers, attorneys, and other advisors by streamlining the digitization of documents, generating client-ready summaries, and facilitating collaboration among experts. Luminary aims to deliver personalized estate planning with precision and speed, reducing client case preparation time.
Frequently asked

What does Luminary do?

Luminary offers AI-powered software that transforms trust and estate plans into organized digital records, enabling dynamic visualization, what-if analyses, and presentations. It serves wealth managers, attorneys, and other advisors by streamlining the digitization of documents, generating client-ready summaries, and facilitating collaboration among experts. Luminary aims to deliver personalized estate planning with precision and speed, reducing client case preparation time.

What is Luminary's revenue?

StartupHub estimates Luminary's annual revenue at $4.3M (range $2.3M to $9.4M, 31% confidence), based on comparable companies in the sector.

What is Luminary's valuation?

StartupHub estimates Luminary's effective valuation at $36.5M (range $23.8M to $57.0M, 11% confidence), based on comparable companies in the sector.

How much funding has Luminary raised?

Luminary has raised a total of $10M in funding. The most recent round on record is Series A.

Where is Luminary headquartered?

Luminary is headquartered in New York, United States.

When was Luminary founded?

Luminary was founded in 2022.

What industry does Luminary operate in?

Luminary operates in Fintech, WealthTech, Estate Planning Software, SaaS, AI, Workflow Automation.

New entrants in WealthTech
Last 90 days
23
New entrants
7.7
Per month
1.8
Per week

An entrant is a company tagged WealthTech whose domain was first registered in the window, counted from registry records in the StartupHub directory. 1 of them registered in the last 30 days. Registry detection runs two to three weeks behind registration, so recent weeks are a floor.

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