Luminary
Highly Engaged Employees
Highly Engaged EmployeesLegal Solutions · 11-50 Employees
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Overview
Phone Number
(201) 429-5134Website
www.withluminary.comRevenue
<$5 MillionIndustry
ZI Rank: 2
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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Company Profile Activity
Activity Insights
Luminary is experiencing very low activity levels compared to other companies in the Software sector.
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Luminary is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Luminary.
Luminary financials insights
Gather financial insights about Luminary, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2026
Series A
$22M
Luminary Tech Stack
A closer look at the technologies used by Luminary
Most Recent Scoops
Hiring Plans
Luminary has more open roles in Engineering & Technical than it has had at any time in the past 12 months. Technologies mentioned include: GraphQL, and Playwright.
Hiring Plans
Person-Based
Product Marketing, Product Launch, Customer Service
Person-Based
Customer Engagement, Financial Planning, Relationship Marketing
Open Position
Person-Based
Luminary News & Media
Luminary Unveils AI Estate Planning Tool to Turn Documents into Dynamic Diagrams in Minutes
Luminary has launched AI-Powered Dispositive Provision Extraction: a new feature that enables estate planners and advisors to transform complex legal documents into dynamic client-ready diagrams in under 15 minutes. NEW YORK, March 18, 2025 /PRNewswire/ -- Luminary, an award-winning...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
