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
You'll own features end to end. You'll hear an idea from a customer conversation, then craft the data model and build the interface an advisor uses while sitting next to a client. (Then the customer will email support to tell them how valuable it is for them!) You'll work on features spanning document ingestion, knowledge graph generation, tax and wealth transfer modeling, multiplayer collaboration tooling, chat agents, complex diagram-based UI, and agentic advisory and trust administration workflows.
What they're looking for
- Four or more years of software engineering experience, at companies with strong engineering practices, and ideally at startups. Beyond that:
- Comfortable across the stack. You enjoy doing data modeling in Postgres, building product functionality in Go, and building interfaces in React and TypeScript. That said, we know you'll lean one direction! We all do too
- Product-minded. You gather context, watch customers use the app, form opinions about what customers need and share them
- You communicate well. With half the team remote, overcommunication is the name of the game!
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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