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Luminary
Luminary is an AI-native wealth transfer and administration platform that transforms static estate and ownership documents into structured, source-verified data. The platform powers workflows for financial advisors, trust companies, law firms, and accounting firms, enabling scenario modeling, beneficiary and tax outcome modeling, exemption tracking, trust and entity structuring, and secure multi-party collaboration. Founded by former AllianceBernstein Head of Private Wealth David Barnard and venture capitalist Joe Lonsdale, Luminary is redefining how complex estate planning is delivered at scale.
Company Founded in 2021
Fintech