Luminary

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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
Website
https://www.withluminary.com/
Keywords
of a shared client..
HQ
New York, NY
Competitors
Estate Guru, Luminary, Addepar, Vanilla, Wealth.com, Luminary, Terminal Industries, Luminary Cloud, Luminary, Luminary - AI.
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