Luminary
Luminary provides a digital platform that utilizes AI to automate the extraction of data from trust and estate planning documents, transforming this information into structured records and dynamic visualizations. This technology streamlines workflows for wealth management professionals by enabling secure collaboration and simplifying complex planning tasks.
- Industry: Estate & Life Planning
- Location: New York, New York, United States
- Founded: 2022-01-01
- Total funding: 9500000
- Website: https://withluminary.com
Product & Features
- Luminary replaces spreadsheets with purpose-built tools for modeling complex estate planning strategies.
- Users can quickly model scenarios, adjust assumptions, and apply formulas in a centralized platform.
- The platform enables side-by-side comparison of scenarios to highlight impacts on beneficiaries and long-term goals.
- Advisors collaborate seamlessly with secure, role-based access to keep client data aligned across teams.
- Luminary's advanced engine supports complex planning strategies like GRATs, SLATs, and IDGTs with dynamic calculations.
- Users can explore hypothetical alternatives and layer new scenarios quickly, with automatic updates for presentations.
- The platform integrates with popular financial tools to keep estate planning diagrams current without hassle.
- Automatic estate tax calculations and gifting tracking provide clarity and control throughout the planning process.
Notable Customers
- Bragg Financial
- New Republic Partners
- SCS Financial
- Caprock
- Focus Financial
- Wealth Enhancement
- Carson Wealth
- Armanino
- IEQ
- Sapient
- Pryor Cashman
- Curi Capital
- Ferguson Wellman
- Gleneagles
- New Republic
- Truxton
Founders & Team
- David Barnard — President & CEO
- Joe Lonsdale
Funding Rounds
- Series A — $22M (2026-10)
Investors
Integration partners
Similar Companies
Frequently Asked Questions
What is Luminary?
Luminary provides a digital platform that utilizes AI to automate the extraction of data from trust and estate planning documents, transforming this information into structured records and dynamic visualizations. This technology streamlines workflows for wealth management professionals by enabling…
What does Luminary do?
Luminary replaces spreadsheets with purpose-built tools for modeling complex estate planning strategies. Users can quickly model scenarios, adjust assumptions, and apply formulas in a centralized platform. The platform enables side-by-side comparison of scenarios to highlight impacts on beneficiaries and long-term goals.
Who are Luminary's customers?
Luminary's customers include Bragg Financial, New Republic Partners, SCS Financial, Caprock, Focus Financial, Wealth Enhancement.
Who founded Luminary?
Luminary was founded by David Barnard and Joe Lonsdale.
How much funding has Luminary raised?
Luminary has raised 9500000 across 1 funding round.
Who are Luminary's investors?
Luminary's investors include Ten Coves Capital.