Luminary Named Winner of the ThinkAdvisor 2024 Luminaries Award for Specialized Planning Applications - Innovation
ThinkAdvisor announces that Luminary, a leading estate planning platform, has been named Winner of the 2024 Luminaries Award for Specialized Planning Applications - Innovation. Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.
New York, NY (December 12, 2024)
We’re honored to receive this prestigious award and to be recognized as one of the best estate planning software solutions in the market.
Mary Huang, Head of Commercial
By setting a new standard for recognition based on remarkable achievements and innovation, the ThinkAdvisor 2024 Luminaries Awards program inspires the industry to reach greater heights of leadership, creativity, and community engagement. A panel of independent judges made up of distinguished industry professionals determined the 2024 winners, who were recognized at an awards ceremony at the Fontainebleau Las Vegas on December 11th.
“The 2024 Luminaries Awards continue to push the boundaries of what excellence means in the financial services industry,” said Janet Levaux, editor-in-chief of ThinkAdvisor. “This year’s winners have not only demonstrated exceptional leadership and innovation but have also shown a deep commitment to making a positive impact on their communities and the industry at large. Their contributions are a testament to the dynamic and evolving nature of our business, and we are proud to highlight their achievements as examples for others to follow.”
Luminary provides cutting-edge software to financial advisors, wealth managers, and RIAs, to facilitate essential trust and estate planning services to their clients — winning new business and growing existing relationships. The Luminaries award in Innovation recognizes the platform’s recent groundbreaking product releases, including AI-powered onboarding and new client-facing beneficiary reporting, that have transformed the technology behind wealth transfer and legacy planning.
About Luminary
Luminary is a data and collaboration platform purpose-built for the delivery of trust & estate services. Customers include family offices, RIAs and wealth management firms of all types, as well as professional practices in the legal and tax industries, and major insurance companies.
The company's unique open-architecture collaboration technology enables multiple parties to work seamlessly together in service of a shared client. It uses human-in-the-loop AI assistance to digitize information that otherwise lives in original documents, and connects it to applications that enable users to create rich visualizations, perform forward looking scenario analysis, and incorporate what-if strategy modeling.
Luminary is based in New York City, SOC2 Type II certified, and backed by leading venture capital investors, prominent wealth management firms, as well as several family offices.
About ThinkAdvisor
ThinkAdvisor (ThinkAdvisor.com) provides financial advisors, registered investment advisors, and wealth managers with comprehensive coverage of the products, services, and information they need to guide their clients in making critical wealth, health, and life decisions. The website showcases advisors adapting and succeeding in new ways, translating the impact of industry regulation, dealmaking, and technology into digestible coverage, so advisors have more time to spend advising clients and running their businesses.