Luminary
AI estate-planning platform turning trust and estate documents into data for wealth, legal and tax advisors
Highlights
- New on EvolcAdded 2026-11-14
About Luminary
Features listed include financial plan, tax returns, scenario simulation, distribution diagrams and document analysis, plus an MCP for use with ChatGPT and Claude.
Its customers are wealth managers, law firms, tax advisors and trust administrators, as well as family offices, RIAs and insurance companies. The company sells software subscriptions to these firms; the site lists pricing on request through a sales contact.
The company was started in 2021 by David Barnard and Joe Lonsdale. Its office location is New York, where most of the open roles are based, with some engineering roles also listed in San Francisco. The site lists integrations with Orion, Addepar, Black Diamond, eMoney, Salesforce and Snowflake, and states SOC 2 Type II certification.
Product: AI estate intelligence platform that extracts data from estate and ownership documents and produces planning analyses, simulations and client presentations.
Jobs at Luminary
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Tag ManagerMedium confidence
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- Integration code on pageinline script loader
Content delivery
- CloudflareHigh confidence
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- Response headerserver
- Response headerserver
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Content management
- WebflowHigh confidence
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- Website resourcedeclared script/iframe or software asset
CRM & customer data
- HubSpotHigh confidence
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- Website resourcedeclared script/iframe or software asset
Hosting
- AWSHigh confidence
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- Website resourcedeclared script/iframe or software asset
Recruiting
- AshbyMedium confidence
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Detection evidence
- Page markupsoftware structure signature
- Page markupsoftware structure signature
- Page markupsoftware structure signature
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.