Luminary

Luminary Platforms, Inc. is a New York-based vertical SaaS company founded in 2022. It specializes in trust and estate enablement technologies designed for wealth advisors. The company focuses on digitizing legacy planning processes, helping advisors connect client assets with generational gift, philanthropic, and wealth transfer goals. Luminary offers several core services, including dynamic document management that transforms static estate planning documents into interactive digital records. It also provides a collaboration platform for secure integration with portfolio reporting tools, along with analytics and reporting features that help demonstrate the value of planning strategies. The company prioritizes security with AES 256-bit encryption and enterprise-grade protocols. Targeting wealth management firms, trust companies, and financial advisors, Luminary enables its clients to streamline estate planning workflows and scale services for high-net-worth clients. The company has raised $9.5 million in funding from notable investors, positioning itself as a key player in the trust and estate planning sector.