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Joe Purzycki
Verified
Senior Advisor, Luminary
Beats
Biography
Local Politics, Social Movements , Transportation, Arts and Culture, City News , Housing
Science, Technology
Content
Company Info
Luminary
Luminary is a technology company that specializes in AI-powered software solutions for trust and estate planning. The company provides a data and collaboration platform tailored for professionals in wealth transfer, tax, and legal services. This platform utilizes human-in-the-loop artificial intelligence to digitize and organize information from original documents, enhancing visualization, scenario modeling, and tracking tax value creation. This approach streamlines the estate planning process, making it more efficient and accessible. Luminary's mission is to empower wealth, tax, and legal professionals, including investment managers and family offices, to deliver effective wealth transfer guidance. The company offers the Luminary Platform, which digitizes trust and estate documents for better analysis, and Luminary Go, a more accessible product tier that helps advisors quickly modernize their estate planning services. Luminary serves a range of clients, including wealth management professionals and professional services firms, enhancing their capabilities in estate planning and client engagement.
Melbourne, Victoria, Australia
'+61 1300 554 891
Founded: 1999