Luminary, founded in 2022 and headquartered in New York, NY, builds an AI-native platform designed to transform how financial advisors deliver wealth transfer services. The company digitizes and automates estate planning processes, operating at the intersection of artificial intelligence, document digitization, data extraction, and data visualization. Its primary offering, the Luminary AI Platform, converts static legal documents into structured digital records, providing instant summaries, extracting key data points, and generating dynamic visualizations from uploaded estate planning materials.
The platform targets professionals across wealth management, estate planning, legal services, tax advisory, and philanthropy. According to the company, it reduces client case preparation time by up to 80% and achieves over 90% accuracy in AI-driven data extraction. Luminary reports that its technology has powered more than $100 billion in family and philanthropic giving capacity.
The company operates in the United States, with its base in New York. No funding details or team size have been publicly disclosed.
