Luminary

What it is Overview

Luminary is an AI-powered trust and estate planning platform that digitizes complex legal documents, enabling wealth advisors, attorneys, and tax professionals to visualize estate plans, model scenarios, and collaborate on client outcomes. Based in New York, founded 2022. $9.5M funding. SOC 2 Type II certified. AI achieves 98% accuracy in extracted entity details with human-in-the-loop verification. Supports revocable/irrevocable trusts, SLATs, ILITs, LLCs, LPs, GPs, S-corps, C-corps. Product tiers: Luminary Go (accessible), Pro (advanced modeling), Enterprise (custom integrations). Launched Dispositive Provision Extraction tool (Mar 2025) and Luminary Go (May 2025). Integrates with Addepar, Orion, Black Diamond, eMoney. Competes with Wealth.com and Vanilla. Backed by Focus Financial Partners. Key distinction: analysis and modeling only — does NOT create estate documents (unlike Wealth.com and Vanilla). 1,732 LinkedIn followers. Keyword ‘luminary’ is highly generic (40,500/mo — podcast platform, Dave Chappelle, Russell Brand). Legal tech branded volume is effectively zero (‘luminary legal’ = 0/mo).

Company Info

Founded: 2022
Team size: 11-50 employees
Funding: $9.5M
HQ: United States
Sector: Transactions

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.

Integrations 8 platforms

Platforms Luminary integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

Addepar
Black Diamond Wealth Platform
eMoney
Google Workspace
Okta
Orion
Redtail
Snowflake

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

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