About Luminary

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.

How we work

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 Opportunity

You'll own features end to end. You'll hear an idea from a customer conversation, then craft the data model and build the interface an advisor uses while sitting next to a client. (Then the customer will email support to tell them how valuable it is for them!)

You'll work on features spanning document ingestion, knowledge graph generation, tax and wealth transfer modeling, multiplayer collaboration tooling, chat agents, complex diagram-based UI, and agentic advisory and trust administration workflows.

What you'll do

Build agents with agents. Most of what we ship now has an agentic surface: a chat affordance, an ambient agent working in the background, a tool a model can call. You'll be designing those, and you'll be using coding agents (we use Amp) heavily to build them.

Use existing patterns, and call out when one has stopped working. We have common conventions for data modeling, GraphQL, and component architecture, and they generally work! But not always, and you'll know when to break out of them.

Learn the domain from people who know it. Estate planning is complicated in ways that aren't obvious from outside. Our wealth strategies team sits with engineers, and advisors, attorneys, and federal and state officials will take your call.

Work closely with design. Experienced product designers, turning tax and legal concepts into something an advisor can use in a live client meeting.

Who you are

Four or more years of software engineering experience, at companies with strong engineering practices, and ideally at startups. Beyond that:

Comfortable across the stack. You enjoy doing data modeling in Postgres, building product functionality in Go, and building interfaces in React and TypeScript. That said, we know you'll lean one direction! We all do too.

Product-minded. You gather context, watch customers use the app, form opinions about what customers need and share them.