Luminary

Luminary Platforms, Inc. is a data and collaboration software platform designed for trust and estate planning services. The platform uses human-in-the-loop AI technology to digitize information from original documents and connects it to applications that enable users to create visualizations, perform scenario analysis, and incorporate strategy modeling. The software helps wealth advisors map estate flowcharts, automate state and federal tax calculations, and model growth rates and longevity. The platform's proprietary algorithms streamline complex estate planning processes that traditionally took hours into minutes, helping advisors establish planning data and develop client strategies.

The company's technology serves as a system of record for trust and estate services, enabling multiple parties including family offices, RIAs, wealth management firms, legal and tax professionals, and insurance companies to collaborate seamlessly. Through its open-architecture collaboration technology, Luminary helps advisors track and demonstrate the tangible value created by tax and estate planning strategies for their clients.