Golden Door Asset
Fintech Grader
Directory/Wealth Utilities/Luminary
Luminary logoL
Wealth Utilities

Luminary

Empowering advisors to deliver exceptional estate planning.

"Luminary is a comprehensive estate planning platform designed to help advisors create sophisticated plans for their clients. It offers tools for modeling complex scenarios, generating client-ready reports, and collaborating with legal and tax professionals. RIAs use Luminary to streamline the estate planning process and deliver high-value services."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #395 in Wealth Utilities
Validated Adoption
5 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Collaborative estate plan design
Client data integration
Attorney collaboration tools
Document vault
Scenario planning

Primary Use Cases

Estate tax planning
Trust creation and management
Charitable giving strategies

Agentic Intelligence Briefing

"Luminary empowers RIAs to deliver exceptional estate planning services through a collaborative platform that connects advisors, clients, and legal professionals."

Real-time Forensic Synthesis

Competitive Strengths

Specialized estate planning focus
Collaboration tools for advisors and clients
Modern interface

Adoption Hazards

Limited scope beyond estate planning
May require integration with other financial planning tools
Pricing not readily available

Stack Compatibility Profile

How Luminary integrates into institutional RIA stacks.

5 Firms Analyzed
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
100%
Stack Correlation
ROL
80%
Stack Correlation
Morningstar Office
80%
Stack Correlation
NDEX
80%
Stack Correlation
MCO
80%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to offer comprehensive estate planning services.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Wealthbox
2eMoney Advisor
3RightCapital

Value Proposition

"Luminary provides RIAs with a focused estate planning solution to deepen client relationships and offer specialized advice."

Vendor Dossier

Luminary logoL
Luminary
luminary.com
Corporate Portal

Audit Your RIA Stack

See how Luminary fits into your overall tech efficiency score.

Alternative Peer Landscapes

3Equity

Actionable business intelligence for RIA operational excellence.

Deeper Intel

401GO

Simplified 401(k) implementation and management for RIAs.

Deeper Intel

AbsoluteCapital

Comprehensive held-away asset management for RIAs.

Deeper Intel

Absolute Engagement

Unlock client loyalty with data-driven engagement.

Deeper Intel

Acclivity

AI-powered client engagement for modern RIAs.

Deeper Intel

AdvicePay

AdvicePay: Modern billing for modern financial advisors.

Deeper Intel
Golden Door Asset

Company

  • About
  • Contact
  • LLM Info

Tools

  • Agents
  • Grader
  • Calculators

Resources

  • Fintech Directory
  • Benchmark Report
  • Software Pricing

Legal

  • Privacy Policy
  • Terms of Service
  • Disclaimer

© 2026 Golden Door Asset.  ·  Maintained by AI  ·  Updated Jan 2026  ·  Admin