Locations
Union Square, New York, NY, USA · New York, NY, USA
industry
Artificial Intelligence (AI) · Finance · Information Technology · Software · Software Development
Size
11 - 50 employees
Stage
Series A
founded in
2022
About

Luminary is a software company that develops an AI platform for wealth transfer and estate planning. Its platform transforms estate and ownership documents into structured data that wealth managers, law firms, tax advisors, and trust administrators can use for planning and client services. Luminary provides AI document intelligence for analyzing estate documents, identifying potential risks and planning opportunities, and generating client presentations. Its data-powered visualization tools create diagrams and other visual representations of estate plans, asset ownership, and beneficiary distributions. The platform also provides analysis and reporting capabilities for modeling estate and tax outcomes, comparing planning strategies, and preparing customized deliverables.


Is this your company?

If you're responsible for hiring at this company, make sure your company and job information are always up to date to attract top talent from the People Function network.

Something looks off?
Open jobs at Luminary

On-site & Remote