More than $100 billion in family and philanthropic giving capacity is created each year. But flaws in the current process impose over a billion in annual costs in order to access it. We are building the first product for wealth managers to automate the complex, and inefficient estate planning process
Luminary is a data and collaboration platform purpose built for trust & estate services.
Our software digitizes information otherwise trapped in original documents, and connects it with applications for visualization, what-if analysis, tax value creation tracking, and custom reporting. We also enable third-parties to work seamlessly in service of a shared client.
Luminary’s customers are leaders in the delivery of trust & estate outcomes for complex clients, including wealth managers, professional services practices, and family offices.
Luminary is founded by David Barnard (CEO), former Head of Private Wealth at AllianceBernstein, and Joe Lonsdale (Chair), managing partner at 8VC and co-founder of Addepar and Palantir, among other companies. We are backed by leading venture capital investors, prominent wealth management firms, as well as several family offices.
Company Details
- Employees
- 25
- Founded
- -
- Address
- New York, Ny, Us
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://www.withluminary.com/
- Keywords
- of a shared client..
- HQ
- New York, NY
Luminary Questions
Luminary's website is https://www.withluminary.com/
Luminary's LinkedIn profile is https://www.linkedin.com/company/withluminary
Luminary has
25 employees.
View email and phone details for 25
employees at Luminary.
Luminary's industry is
Software Development
Luminary's top competitors are
Luminary,
Luminary,
Estate Guru,
Terminal Industries,
Luminary - Ai,
Wealth.com,
Luminary,
Addepar,
Vanilla,
Luminary Cloud.
Luminary's categories are Software Development
Luminary's founding year is 2022
