Luminary
HQ Address
335 Madison Avenue Suite 6C, New York, NY 10017, United States
Website Address
Business introduction
Elevate your trust & estate services with a modern system of record
Luminary unlocks new opportunities for advisors to add and demonstrate client value, strengthening relationships across generations
Luminary is a data and collaboration platform purpose built for trust and 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 and estate outcomes for complex clients, including wealth managers, professional services practices, and family offices.
