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Get started today and bring more efficiency to your team. With Luminary, our customers enjoy:
- More consistent, scalable service deliverables
- Deeper, more engaged client conversations
- Practice differentiation in a crowded market
Frequently Asked Questions

Luminary securely integrates with your portfolio reporting software. We have robust integrations with Orion, Black Diamond, Addepar, Emoney, and more. An integrated solution with Luminary helps you demonstrate the value created through planning.
Luminary's client base includes family offices, RIAs and wealth management firms of all types, professional practices in the legal and tax industries, and major insurance companies. Our clients typically manage the wealth of HNW and UHNW end-customers, with taxable estates and net worth ranges from $5m to over $1bn+.
No, your data stays yours. Neither Luminary, nor our AI vendors, train LLMs on our customers’ data. Further, Luminary has a Data Processing Agreement (DPA) with OpenAI providing clear guidelines on how OpenAI handles and processes user data, to ensure that user data is handled responsibly, securely, and in compliance with legal requirements. This means your data is protected, will not be available to anybody else, and will not be used to train any models.