After over 7 years, Luminary is discontinuing the use of its podcast app as of September 30, 2026. Luminary podcasts remain available on Apple Podcasts. Backed by NEA.
About the role
A family's estate plan structure rarely fits neatly into a schema. A trust may have been amended three times, an LLC might be held by two of the children through a different trust, and a beneficiary is often also a trustee. Provisions frequently depend on conditions that haven't happened yet.
More about this role
Luminary is the AI-native system of action for wealth transfer services.
High net worth households controlling more than $90 trillion in assets are meaningfully underserved by technology that was built for the mass market. As private client investment and banking products have commoditized, these clients are looking for more tax and wealth transfer advice, advice that has previously been impossible to deliver at scale.
Luminary solves this problem by transforming complex estate planning and ownership documents into a structured, proprietary data asset that powers verticalized, agent-driven workflows for tax and wealth transfer services. Our built-in multi-firm collaboration connects a client's full advisor ecosystem, and is the core infrastructure that enables our customers to deliver a highly personalized, end-to-end wealth transfer service offering at scale.
Our 1,000+ customers are leaders across the private client services ecosystem: wealth managers from exclusive multi-family offices through top private banks and trust companies, national tax advisory practices, and law firms among the AM Law 100. Our focus and proprietary data position us to expand from a wedge in wealth...
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