Luminary

📍 New York, United States🗓 Founded 2022👥 31 employees💰 Last funded Sep 2026
Software Development🌐 withluminary.com
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Luminary is domain-specific AI for wealth transfer services. Adopted by leading wealth managers, attorneys, CPAs, and trust companies, Luminary AI transforms static estate and ownership documents into dynamic data that powers client-ready visualizations, wealth transfer scenario modeling, tax alpha tracking, and secure collaboration. Advisors to high-net-worth clients rely on Luminary to scale wealth transfer insights and advice as an on-going client deliverable with document intelligence, beneficiary outcome and tax modeling, exemption tracking, and multi-party workflow coordination. We create efficiency that drives competitive differentiation and organic growth.
1
Total investors
0
Early stage
1
Mid stage
0
Late stage
2022
Founded

Investors

1 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
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Frequently asked questions
Who invested in Luminary?
Luminary has 1 investors on record on gritt.io, 1 mid-stage.
When did Luminary last raise funding?
The most recent investment in Luminary recorded on gritt.io was in September 2026.
When was Luminary founded?
Luminary was founded in 2022.
What industry is Luminary in?
Luminary operates in Software Development. Find similar Software Development investors on gritt.io.
Where is Luminary based?
Luminary is headquartered in New York, United States.