Overview

Luminary provides a workflow-driven platform for wealth managers to design, execute, and monitor trust estate strategies, with a focus on generational gifting and charitable giving. It digitalizes the traditional, manual process into a collaborative system that tracks tasks, milestones, and outcomes, enabling advisors to deliver trust and legacy services more transparently and with lower risk. The platform includes a robust workflow engine for strategy design and management, plus a visualization layer that highlights key metrics and quantifies value creation for clients. It also acts as a single source of truth (system of record) for monitoring and forecasting trust estate plans. Revenue comes from a subscription model in which financial advisors pay for access to the platform and its tools. Luminary’s goal is to streamline and clarify the wealth transfer process so advisors can serve clients more efficiently and strengthen relationships across generations.

Significant Headcount Growth