# Luminary

**Source:** https://www.startuphub.ai/startups/luminary
**Profile type:** Startup

> Financial planning and client engagement platform.

## 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

- **Slug:** luminary
- **Website:** https://www.withluminary.com/
- **Location:** New York, United States
- **Founded:** 2022-01-01
- **Operating status:** Active
- **Total funding:** $10M
- **Sectors / tags:** Fintech, WealthTech, Estate Planning Software, SaaS, AI, Workflow Automation, Data Visualization, Collaboration Platform, Professional Services Software
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/withluminary

## 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.

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