Luminary

Software DevelopmentNew York, United States11-50 Employees

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.

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