Luminary

LuminaryLuminary
Luminary

Luminary

Financial planning and client engagement platform.

2022Active
Rate

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.

Technology stack

detected 2026-07-06
CDN
Cloudflare
EmailGoogle Workspace
Stack
WebflowReactGraphQL
Analytics
Google Tag Manager
Support
HubSpot
Video
Vimeo
Compliance
SOC 2
Hiring
Ashby
Email marketing
HubSpot Forms
Languages
GoTypeScript
Databases
PostgreSQL
Comments

No comments yet. Be the first to share your take.

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.

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.

What is Luminary's revenue?

StartupHub estimates Luminary's annual revenue at $3.1M (range $2.5M to $8.1M, 29% 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, 10% confidence), based on comparable companies in the sector.