What departments does Luminary have?

Luminary has employees across 3 departments including Solutions Engineering, Operations, Engineering.

What is the largest department at Luminary?

The largest department at Luminary is Solutions Engineering with 1 employees.

Where are Luminary employees located globally?

Luminary has employees across 1 continents and 1 countries including United States Of America.

How has Luminary's team size changed over time?

Luminary's team has remained stable from approximately 23 to 23 employees based on available data.

Luminary Employee Directory

Software DevelopmentNew York, United States11-50 Employees

Luminary is a software developer based in New York, New York, offering domain-specific AI for wealth transfer services. Its technology converts static estate and ownership documents into dynamic data that supports client-ready visualizations, scenario modeling, tax tracking, and secure collaboration for advisors working with high-net-worth clients. The product suite targets wealth managers, attorneys, CPAs, and trust companies, helping them scale wealth transfer insights and deliver ongoing guidance through document intelligence, beneficiary outcomes, tax modeling, exemption tracking, and multi-party workflow coordination. In the broader wealth management software landscape, Luminary is positioned as a provider that combines specialized AI with workflow efficiency to differentiate firms and enable organic growth. A recent development noted is a partnership with Orion Advisor Solutions to extend its AI-assisted estate planning capabilities within another wealth management platform.

Luminary Global Highlights

North America
24

United States Of America
24

Luminary's Leadership

J. K.
Head Of Customer Solutions
Mobile Phone
Email
J. L.
Director Of Operations
Mobile Phone
Email
H. L. Z.
Software Engineer
Mobile Phone
Email

Luminary Employee Metrics

100%

50%

0%

2026

2025

Engineering
Product Management
Arts & Design
Business
Business Development
Other
Sales
Customer Success

Contact profiles from Luminary

Name

Title

Contact

Location

Last Update

J. K.
Head Of Customer Solutions
Mobile Phone
Email
Feb 24, 2026
J. L.
Director Of Operations
Mobile Phone
Email
Jun 30, 2026
H. L. Z.
Software Engineer
Mobile Phone
Email
Jul 01, 2026

Frequently Asked Questions

What is Luminary known for?

Luminary was founded in 2022 operates in the Software Development industry. Explore Luminary's company overview page for more information.

What is Luminary's most common email format?

Luminary employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Luminary email formats with LeadIQ.

How many employees does Luminary have currently?

Luminary has approximately 30 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Luminary's key employees and leadership?

As of July 2026, Luminary's key employees include:

Head Of Customer Solutions: J. K.
Director Of Operations: J. L.
Software Engineer: H. L. Z.

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Luminary Employee Directory

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