Luminary
New York, US · Founded 2022 · 4 known investors
Luminary builds AI-powered software that helps wealth, legal, and tax advisors manage trust and estate planning by automating data extraction from documents and enabling modeling, visualization, and reporting of tax-efficient wealth transfer strategies. The platform serves financial advisors and their clients seeking to optimize generational and charitable wealth transfers.
AI & Machine LearningEnterprise SoftwareFintechSaaS
Founders & leadership
Luminary was founded in 2022 by David Barnard and Joe Lonsdale.
Investors · 4
Competitors · 6
by search overlap
SmartAsset26 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Vanilla Technologies Inc.25 shared keywordsVanilla provides software that automates and simplifies estate planning, letting financial advisors, planners, and attorneys deliver estate strategies to clients at scale. It serves the wealth management industry as a fintech platform.
Wealth21 shared keywordsWealth.com offers an advisor-led platform for estate and tax planning that generates legal documents (wills, trusts, powers of attorney), analyzes existing documents via its AI engine Ester, and models wealth-transfer scenarios. It serves advisory firms, broker-dealers, and private banks managing clients from mass affluent to ultra-high-net-worth.
Clio18 shared keywordsClio provides cloud-based legal practice management software and client communication tools for law firms to streamline operations and improve client service. The platform helps legal professionals manage cases, collaborate remotely, and deliver client-centered legal services.
Trust & Will14 shared keywordsTrust & Will is an online estate planning platform that guides customers through creating legally customized wills, trusts, and related documents. The service targets individuals and families seeking an affordable, accessible alternative to traditional legal services for estate planning.
Lumary14 shared keywordsLumary develops ABA practice management software for autism therapy providers in the US and disability, aged care, and allied health providers in Australia, helping them manage operations and outcome-based care delivery. The platform is used by healthcare provider organizations to process claims and support patient services.
Companies competing with Luminary for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Luminary do?
- Luminary builds AI-powered software that helps wealth, legal, and tax advisors manage trust and estate planning by automating data extraction from documents and enabling modeling, visualization, and reporting of tax-efficient wealth transfer strategies. The platform serves financial advisors and their clients seeking to optimize generational and charitable wealth transfers.
- Who founded Luminary?
- Luminary was founded by David Barnard, Joe Lonsdale in 2022.
- Who are Luminary's investors?
- Luminary's investors include 2.12 Angels, 8VC, Lightbank, Gilgamesh Ventures.
- Where is Luminary headquartered?
- Luminary is headquartered in New York, US.