Luminary is a data and collaboration platform designed specifically for trust and estate services. Luminary provides software that digitizes information traditionally locked in original estate planning documents, enabling wealth managers and related professionals to automate and streamline complex estate planning processes.
The platform offers tools for data visualization, what-if scenario analysis, tax value creation tracking, and custom reporting, all aimed at improving efficiency and reducing the significant costs typically associated with accessing and managing family and philanthropic giving capacity. Luminary's solution also supports seamless collaboration among multiple third-party professionals, allowing them to work together on behalf of a shared client.
Who uses Luminary?
Luminary serves leaders in trust and estate outcome delivery, including:
- Wealth managers
- Professional services practices
- Family offices
Notable customers include Ohana, Clarius, Wealthquest, Outrunner Capital, and Focus Financial.
How was Luminary started?
Luminary was founded by a team with deep expertise in wealth management, technology, and fintech:
- David Barnard (President & CEO): Formerly led the private wealth business at AllianceBernstein, overseeing more than $100 billion in client assets.
- Mary Huang (Head of Commercial): Brings over 15 years of experience in high-tech startups.
- Dave St. Geme (Head of Product): Has built and led product teams at several high-growth fintech companies.
- Ian Lyons (Head of Engineering): Experienced technology leader specializing in scalable software solutions.
- Joe Lonsdale (Chair): Managing partner at 8VC and co-founder of Addepar and Palantir, among others.
What makes Luminary different?
Luminary focuses on automating and digitizing the estate planning process, a traditionally manual and fragmented area. By connecting data across documents and enabling collaborative workflows, Luminary helps reduce costs and improve transparency for complex clients in the wealth management sector.
You can learn more about Luminary's platform and team on their About page.
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