Pricing tailored to fit your budget and fee structure

Our team will prepare a customized proposal for you. Luminary's pricing model depends on a few factors specific to your team, so we need to get in touch to provide accurate pricing information. Simply fill out the form to get started.

Reach more clients

Multiply capacity of trust and estate leaders by reducing hours of design and presentation time to minutes.

Add a new measure of value

Elevate legacy planning as a wealth management service by quantifying its impact

Win new business

Connect more deeply with existing relationships and differentiate your trust and estate services with prospective clients

See what Luminary can do for your business

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

Can Luminary integrate with my tech stack?

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.

Who are Luminary's customers?

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+.

Does Luminary use client data for AI training?

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.