Luminary
Financial Software · New York, United States · 11-50 Employees
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Overview
Headquarters
135 W 41st St Fl 5 Ste 133, New York, Ne...Website
www.withluminary.comRevenue
$6.7 MillionIndustry
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 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
