Luminary, founded in 2022, is building an AI-native platform for wealth transfer services, focusing on artificial intelligence and data extraction technologies to support advisors in wealth management and related fields.
The Luminary Platform transforms static legal documents into organized digital records, providing instant summaries, extracting key data points, and generating dynamic visualizations. This reduces client case preparation time by up to 80% and achieves over 90% accuracy in AI-extracted data.
Based in New York, NY, Luminary operates in the United States and supports over $100 billion in family and philanthropic giving capacity. Its solutions serve industries such as estate planning, legal services, and tax advisory.
