Luminary
Visualize and manage trust & estate strategies on one platform
Software Development·0 Followers
Overview
Luminary is domain-specific AI for wealth transfer services. Adopted by leading wealth managers, attorneys, CPAs, and trust companies, Luminary AI transforms static estate and ownership documents into dynamic data that powers client-ready visualizations, wealth transfer scenario modeling, tax alpha tracking, and secure collaboration. Advisors to high-net-worth clients rely on Luminary to scale wealth transfer insights and advice as an on-going client deliverable with document intelligence, benef...See more
Website
https://www.withluminary.com/Industry
Software Development
Company size
30 employees
Headquarters
New York, NY
Founded
2022
Upgrade to view team
View current team members and their roles
Access founders information
Request warm introductions
Funding Rounds (1)
$22.0M • Series A
Announced on 9/10/2026
Open Positions(0)
No open jobs posted for this organization yet.
Company Updates
No updates available yet.