Luminary is the AI-native system of action for wealth transfer services.
High net worth households controlling more than $90 trillion in assets are meaningfully underserved by technology that was built for the mass market. As private client investment and banking products have commoditized, these clients are looking for more tax and wealth transfer advice, advice that has previously been impossible to deliver at scale.
Luminary solves this problem by transforming complex estate planning and ownership documents into a structured, proprietary data asset that powers verticalized, agent-driven workflows for tax and wealth transfer services. Our built-in multi-firm collaboration connects a client's full advisor ecosystem, and is the core infrastructure that enables our customers to deliver a highly personalized, end-to-end wealth transfer service offering at scale.
Our 1,000+ customers are leaders across the private client services ecosystem: wealth managers from exclusive multi-family offices through top private banks and trust companies, national tax advisory practices, and law firms among the AM Law 100. Our focus and proprietary data position us to expand from a wedge in wealth transfer advice into large adjacent markets including trust administration and estate distribution.
Founded and led by CEO David Barnard, former Head of Wealth Management at AllianceBernstein, Luminary is backed by 8VC, Fin Capital, Rockefeller Capital, Focus Financial Partners, and several family offices.
Every engineer ships to production multiple times a day. We make small, reviewable changes that go out through CI as soon as they're ready.
Modern tooling. Meticulous, Amp, Honeycomb, Temporal, PostHog, Braintrust. We keep the team small and invest in tooling for leverage.
Engineers own outcomes. You'll talk to customers and feel their wins and pain points, sit with our in-house subject matter experts, and help us build a great business.
We support both remote and in-office preferences. We have an office in NYC near Bryant Park and a lively in-office culture, but if remote works better for you, you'll be in good company.
The world of legal documents is perfect for AI: pages and pages of dense, high-value, unstructured data with lots of nuance. We often see our customers modeling households that have 60+ legal documents of all kinds, many of which interact with each other and have a number of amendments stacked on top of them.
We've built a very interesting pipeline to take those documents and turn them into a household-level knowledge graph: a mapping of the people, trusts, businesses, and holdings of a family represented in our domain-specific ontology. We use that knowledge graph as a contextual layer between the structured data on our platform (which we use for reporting and modeling) and the unstructured source of truth documents. It allows the various agents that we run on the platform to traverse across the whole plan and find the exact paragraph and context that they need.
This is the foundation, but it's not the end state: our customers are always asking us to do more and more – both to capture more nuance and improve our accuracy, but also to build more functionality on top of our application layer to take advantage of all the data and context we've gathered.
What you'll do
Improve accuracy on our core extractions. Documents can be long, amended in unanticipated ways, or have unclear language. You'll work with our JDs and other experts to find the failure modes, figure out what's happening, fix them.
Own our evals. The only way to maintain a system like this is through tests and evals. We have a strong foundation for evals, but think that it can be better and want to invest heavily here. You'll design and maintain the suites that tell us whether a change helped and to prevent regressions.
Improve our shared agent harness. Tooling, parallel tool calls, context strategy, and the orchestration behind our agentic advisory workflows.
Design for human review. Our users don't want a black box. Work with product and design on how a suggestion gets surfaced, explained, and accepted or rejected, then feed the corrections back into the system.
Be informed on the state of AI. Models, capabilities, and usage pattern best practices shift weekly and it's our job to be aware of what's out there so we can remain at the frontier of the industry. You'll stay on top of the latest developments and, leveraging our evals, take advantage of the rising tide of models!
Who you are
Four or more years of software engineering experience, at companies with strong engineering practices. Beyond that:
An engineer who works on AI, not a researcher. You like shipping to production systems. You're interested in and have experience with prompt and context engineering, eval design, and the unglamorous work of making probabilistic systems dependable.
Curious about the domain. There's so much nuance in the world of trusts, and understanding the pieces and how they fit together – and how our customers expect them to fit together! – is how we're going to build the best product.
Day to day tools
Our backend is Go, Postgres, Temporal, and GraphQL
Our monitoring is mostly in Honeycomb, Braintrust, and PostHog
You communicate well. With half the team remote, overcommunication is the name of the game!
Why you'll love working here
You'll be one of a small, senior team of engineers building a complex and high-value product. You'll get a lot of trust and responsibility early on.
You'll work closely with our CEO, Head of Engineering, and Head of Product.
You'll help build foundational product in a nascent category, with a lot of room to expand into large adjacent markets.
You'll ship constantly and hear fast feedback from customers.
We earnestly believe that Luminary represents a one-of-a-kind opportunity to have massive impact at profitable scale, and to have a ton of fun along the way.
We believe firmly that happy, healthy employees do their best work. To that end, we offer:
👩🏻⚕️ 100% employee health insurance coverage (plus 50% dependent coverage)
🧘🏽♀️ Monthly wellness, commuter, and educational stipends
🏖️ 4 weeks PTO, plus holidays
🏢 NYC office near Bryant Park, for those who want it. Remote-friendly by default.
💰 401(k) plan
👶 Parental leave policy
Base salary range of $170k–$225k, plus meaningful equity. Actual compensation depends on many factors, including relevant experience and skillset.
At this time, Luminary is unable to sponsor employment visas or provide immigration support.
