Luminary
Financial planning and client engagement platform.
Technology stack
detected 2026-05-24What 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.
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.