Luminary
Legal Solutions · 11-50 Employees
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Overview
Phone Number
(201) 429-5134Website
www.withluminary.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Luminary
Luminary provides AI-powered trust and estate planning software designed to transform static documents into organized digital records. The platform utilizes proprietary algorithms and human-in-the-loop interfaces to digitize documents, generate client-ready summaries, and create dynamic estate planning flowcharts and visualizations. It serves wealth advisors, family offices, professional services such as estate planning attorneys and CPA firms, and large enterprises. Delivered as a scalable platform with tiered options including Luminary Go, Pro, and Enterprise, the software enables users to simulate outcomes, quantify estate tax liabilities, and collaborate via role-based permissions. The system is SOC 2 Type II certified and integrates with CRMs and portfolio reporting software.Explore more
Luminary Org Chart
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Luminary News & Media
Luminary Announces Closing of Convertible Note and Rudy Adolf as Board Advisor
Luminary Platforms, Inc. has closed convertible note financing led by existing investors 8VC, Focus Financial Partners and Rockefeller Asset Management. Additionally, after making a personal investment, Rudy Adolf, founder and former CEO of Focus Financial Partners, will join Luminary's...
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Luminary provides AI-powered trust and estate planning software designed to transform static documents into organized digital records. The platform utilizes proprietary algorithms and human-in-the-loop interfaces to digitize documents, generate client-ready summaries, and create dynamic estate planning flowcharts and visualizations. It serves wealt... Read More
