Luminary
Luminary

Luminary

DR29Ahrefs DR: 29/100. Below median. Measured by Ahrefs. Median 44.Agent48Agent Readiness: 48/100. Above median. Measured by StartupHub.ai. Median 41.Speed46Site Speed: 46/100. Bottom 25%. Measured by Google PageSpeed. Median 62.

Financial planning and client engagement platform.

2022ActiveNew York, United States

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.

Key facts

At-a-glance profile data

Website
withluminary.com
Headquarters
New York, United States
Founded
2022
Total funding
$10M (Series A)
Business model
B2B

Luminary pricing

Plans and prices published by Luminary
PlanPriceIncludes
Luminary GoContact salesStart with the essentials and unlock immediate value
Luminary ProContact salesTake your estate plans to the next level with advanced tools
EnterpriseContact salesUnlock advanced security, scale, and support with tools built for complex teams

No prices listed. Contact sales for pricing.

Plans as published by Luminary, checked September 2026.

Funding rounds

Funding rounds raised by Luminary
DateRoundAmountLead investors
13 Feb 2023Series A$10M8VC

Tech stack

Detected on withluminary.com and in its job posts, last scanned 18 Sept 2026. Run your own scan

Compliance
SOC 2
Frontend
React, TypeScript
Backend
GraphQL
Database
PostgreSQL
Auth
Auth0
Analytics
Google Tag Manager
Observability
incident.io, Sentry
Support
HubSpot
CMS / Builders
Webflow
CDN
Cloudflare
Email provider
Google Workspace
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Frequently asked

How much funding has Luminary raised?

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