Luminary

Visibility28

Vibe92

Businesses/Financial Technology (FinTech)/Luminary

AI Visibility & Sentiment

Luminary

Luminary is an AI-powered estate planning software platform designed for wealth advisors, family offices, and professional services firms. The platform transforms complex estate documents into organized digital records, enabling visualization, collaboration, and personalized planning at scale.

Active Monitoring

withluminary.com

Financial Technology (FinTech)

AI Visibility Score

28/100

Low

Sentiment Score

92/100

AI Perception

Summary

Luminary is currently a specialist ghost, dominating the 'visual planning' niche in Google’s AI Overviews while remaining completely invisible to enterprise-grade LLMs like Claude. While the brand secures multiple #1 rankings for visualization queries, its total failure to appear in operational automation and business growth conversations allows competitors like Vanilla and Wealth.com to monopolize the broader FinTech narrative.

Value Proposition

Luminary reduces client case preparation time by up to 80% with AI-powered document processing that achieves over 90% accuracy, enabling advisors to deliver sophisticated estate planning services efficiently while differentiating their practice.

Overview

Mission

To empower wealth advisors and estate planning professionals with intelligent tools that transform complex planning into clear, actionable insights for their clients.

Products & Services

Luminary AI - Document digitization and data extractionEstate Plan Visualizations - Customizable flowchart solutionsAnalysis & Prospecting Tools - Client acquisition and planning analysisCollaboration Platform - Role-based team collaborationEnterprise Security & Integrations - SOC 2 certified platform

Agent Breakdown

AI Platforms

How often do different AI platforms reference Luminary?

Loading explorer...

Conversation Analysis

Topics

What conversations is Luminary included in — or excluded from?

Loading explorer...

Buyer Personas

Personas

Who does each AI platform recommend Luminary to, and when?

Loading explorer...

Programmatic Testing

Sample Conversations

We programmatically analyze questions that real customers are asking to AI agents and chatbots, extract brand mentions and sentiment, analyze every response, and synthesize the data into an action plan to increase AI visibility.

ChatGPT

Claude

Gemini

AI Overviews

Operational Efficiency & AI Automation(3 queries)

“how can I automate estate document data entry for my firm”

0/4 platforms mentioned

ChatGPT

1.Microsoft Power Automate

2.AI Builder

3.Microsoft 365

4.SharePoint

5.Excel

+30 more

Claude

1.ABBYY FineReader

2.Adobe Acrobat Pro

3.Tungsten Automation

4.Kofax

5.AWS Textract

+14 more

Gemini

1.Hyperscience

2.Rossum

3.Kira Systems

4.ABBYY FlexiCapture

5.WealthCounsel

+13 more

AI Overviews

1.WealthCounsel

2.Relaw.ai

3.Gavel

4.Documate

5.Spellbook

+13 more

“best way to digitize old wills and trusts for clients without typing everything in manually”

0/4 platforms mentioned

ChatGPT

1.eMoney

2.FP Alpha

3.Holistiplan

4.Gavel

5.Documate

+7 more

Claude

1.FP Alpha

2.eMoney

3.Holistiplan

4.Wealth.com

5.Adobe Acrobat AI

+4 more

Gemini

1.eMoney

2.FP Alpha

3.Vanilla

4.Encorestate

5.Claude 3.5 Sonnet

+3 more

AI Overviews

1.EvenUp Law

2.Sonix

3.FileCenter

4.Kofax OmniPage

5.Adobe Acrobat Pro

+8 more

“help me find software that turns complex legal documents into digital records for an RIA”

0/4 platforms mentioned

ChatGPT

1.eMoney

2.FP Alpha

3.Holistiplan

4.Kira Systems

5.Litera

+6 more

Claude

1.FP Alpha

2.eMoney

3.Holistiplan

4.Conquest Planning

5.Laserfiche

+7 more

Gemini

1.eMoney

2.FP Alpha

3.Estate Snapshot

4.Vanilla

5.VAI

+5 more

AI Overviews

1.Docupace

2.Investipal

3.Finity360 Docs

4.Salesforce

5.Laserfiche

+5 more

Client Experience & Visual Planning(3 queries)

“recommend software for building complex estate plan flowcharts for HNW clients”

1/4 platforms mentioned

ChatGPT

1.Microsoft Visio

2.Microsoft 365

3.PowerPoint

4.Word

5.Teams

+12 more

Claude

1.WealthCounsel

2.Wealth Docx

3.InterActive Legal

4.Vanilla

5.Microsoft Visio

+6 more

Gemini

1.Vanilla

2.Wealth.com

3.EstateVisio

4.FP Alpha

5.Holistiplan

+5 more

AI Overviews

1.Luminary

2.Vanilla

3.PowerPoint

4.Excel

5.FP Alpha

+9 more

“how can I make estate planning more visual and less text-heavy for my clients”

1/4 platforms mentioned

ChatGPT

1.FP Alpha

2.Wealth.com

3.Lucidchart

4.Miro

5.Holistiplan

+7 more

Claude

1.eMoney

2.Vanilla

3.Estate Map

4.WealthCounsel

5.Wealth Docx

+5 more

Gemini

1.FP Alpha

2.eMoney

3.Vanilla

4.Vanilla Scenarios

5.Holistiplan

+3 more

AI Overviews

1.Vanilla

2.Luminary

3.Asset-Map

4.Holistiplan

5.WealthCounsel

+4 more

“best tools for creating customizable estate visualization diagrams”

1/4 platforms mentioned

ChatGPT

1.Vanilla

2.Visio

3.Lucidchart

4.FP Alpha

5.eMoney

+2 more

Claude

1.Lucidchart

2.eMoney

3.WealthCounsel

4.Wealth Docx

5.InterActive Legal

+5 more

Gemini

1.FP Alpha

2.Estate Lab

3.Vanilla

4.eMoney

5.Wealth.com

+5 more

AI Overviews

1.Luminary

2.Vanilla

3.Wealth.com

4.Ester

5.SmartDraw

+6 more

Business Growth & Analysis(2 queries)

“ways to use estate planning data to find more opportunities in my current client base”

0/4 platforms mentioned

ChatGPT

1.eMoney

2.MoneyGuidePro

3.RightCapital

4.Redtail

5.Salesforce Financial Services Cloud

+7 more

Claude

1.Salesforce

2.Redtail

3.Wealthbox

4.eMoney

5.MoneyGuidePro

+4 more

Gemini

1.Vanilla

2.Wealth.com

3.Encorere

4.Holistiplan

5.Asset-Map

AI Overviews

1.Get Estately

2.Vanguard

3.Cumberland Trust

4.Kitces.com

5.Asset-Map

“best software for analyzing prospect estate docs to show them where they're missing coverage”

2/4 platforms mentioned

ChatGPT

1.FP Alpha

2.Redtail

3.Wealthbox

4.Salesforce

5.eMoney

+3 more

Claude

1.FP Alpha

2.Holistiplan

3.Vanilla

4.Wealth.com

Gemini

1.FP Alpha

2.Estate Lab

3.eMoney

4.Vanilla

5.The Vanilla Diagram

9.Luminary

+3 more

AI Overviews

1.Vanilla

2.fpAlpha

3.Wealth.com

4.Ester

5.Luminary

+2 more

Estate Tech Trust & Reviews(3 queries)

“most trusted estate planning platforms for enterprise wealth firms in 2026”

1/4 platforms mentioned

ChatGPT

1.Wealth.com

2.Salesforce

3.Addepar

4.Orion

5.Black Diamond

+10 more

Claude

1.Addepar

2.Orion Portfolio Solutions

3.Tamarac

4.Envestnet

5.Schwab

+13 more

Gemini

1.Wealth.com

2.Ester

3.Salesforce

4.eMoney

5.Vanilla

+10 more

AI Overviews

1.Wealth.com

2.Ester AI

3.Vanilla

4.EncorEstate Plans

5.Luminary

+6 more

“compare the best estate plan visualization and digitization tools for advisors”

2/4 platforms mentioned

ChatGPT

1.eMoney

2.FP Alpha

3.Redtail

4.Wealthbox

5.Holistiplan

7.Luminary

+2 more

Claude

1.FP Alpha

2.eMoney

3.Holistiplan

4.Vanilla

5.Wealth.com

+2 more

Gemini

1.FP Alpha

2.Vanilla

3.Wealth.com

4.Luminary

5.Holistiplan

+1 more

AI Overviews

1.Vanilla

2.eMoney

3.Wealth.com

4.Ester

5.RightCapital

+2 more

“estate planning software alternatives to Vanilla and Wealth.com for complex cases”

1/4 platforms mentioned

ChatGPT

1.Vanilla

2.Wealth.com

3.FP Alpha

4.eMoney

5.NumberCruncher

+10 more

Claude

1.Holistiplan

2.eMoney

3.FP Alpha

4.Zocks

5.WealthCounsel

+5 more

Gemini

1.Vanilla

2.Wealth.com

3.FP Alpha

4.EstateView

5.Yourefolio

+4 more

AI Overviews

1.Luminary

2.FP Alpha

3.EncorEstate Plans

4.Vanilla

5.Wealth.com

+10 more

Analysis

Key Insights

What AI visibility analysis reveals about this brand

Strength

Exceptional performance in Google AI Overviews for 'Client Experience & Visual Planning' queries, securing several #1 and #2 positions.

Strength

Strongest resonance with the 'Detail-Oriented Estate Attorney' persona, achieving a 36% mention rate and positive sentiment.

Strength

High visibility in 'visual flowchart' and 'digitization' comparisons within Gemini, outperforming its average mention rate in these specific categories.

Gap

A critical 0% mention rate on Claude, a primary tool for enterprise decision-makers and the 'Enterprise Innovation Leader' persona.

Gap

Frequent 'NOT MENTIONED' results across 'Operational Efficiency & AI Automation' queries, particularly regarding document digitization and data entry.

Gap

Significant volume gap compared to competitors; Vanilla and Wealth.com have roughly 3x the total AI mentions of Luminary.

Opportunity

Bridge the narrative gap between 'visualization' and 'automation' to capture the 'Efficiency-Driven Solo Practitioner' segment.

Opportunity

Target industry-standard comparison datasets to improve ranking in 'Estate Tech Trust & Reviews' where Luminary currently lags at the bottom of the top 10.

Opportunity

Leverage the high AI Overviews visibility to drive authority in 'Business Growth' queries where the brand is currently non-existent.

Technical Health

Site Health for AI Visibility

How well Luminary's website is optimized for AI agent discovery and comprehension.

85/100

16 passed 3 warnings 2 issues

Audited 2/27/2026

Crawlability100

Can AI bots find your pages?

Technical96

SSL, mobile, doctype basics

On-Page SEO84

Titles, descriptions, headings

Content Quality47

Word count, depth, freshness

Schema Markup85

Structured data for AI comprehension

Social & OG87

Open Graph, Twitter cards

AI Readability60

How well AI can parse your content

Critical Issues

Page has no meta description

Add a <meta name="description"> tag summarizing the page (150-160 characters).

Content is too thin

Expand your content to at least 300-500 words with valuable information.

Warnings

1 render-blocking resource(s) detected

Consider deferring or async-loading non-critical scripts and stylesheets.

Few headings on page

Add more H2 and H3 headings to organize content into sections.

Few internal links on this page

Add more internal links to related pages on your site.

Missing Open Graph tags for social sharing

Add og:title, og:description, and og:image meta tags.

Want a full technical audit with AI-specific recommendations?

Run a free visibility scan

Brand Identity

Brand Voice & Style

How AI perceives Luminary's communication style and personality

Luminary communicates with confident professionalism balanced by approachability, positioning itself as an innovative yet trustworthy partner for sophisticated financial professionals. The tone is data-driven and results-oriented, frequently citing specific metrics to build credibility. While authoritative about their technology capabilities, they maintain warmth through client testimonials and a focus on empowering advisors rather than replacing them. The voice conveys premium quality without being stuffy, speaking peer-to-peer with accomplished professionals.

Core Tone Traits

Professional & Authoritative

Speaks with expertise and confidence about complex financial planning topics

Data-Driven & Results-Oriented

Leads with specific metrics and measurable outcomes (80% time reduction, 90% accuracy)

Innovative yet Trustworthy

Balances cutting-edge AI positioning with enterprise security and compliance credentials

Empowering & Collaborative

Positions technology as enhancing advisor expertise rather than replacing human judgment

Competitive Landscape

Related Ecosystem

Related products and services that AI mentions in conversations alongside or instead of Luminary

Vanilla108 mentions

Wealth.com97 mentions

FP Alpha66 mentions

Holistiplan53 mentions

eMoney44 mentions

WealthCounsel42 mentions

Luminary41 mentions

Orion38 mentions

Salesforce36 mentions

Lucidchart26 mentions

eMoney Advisor26 mentions

Source Intelligence

Citations

Sources that AI assistants cite. Getting featured here improves visibility.

michaeleweintraubesq.com

https://michaeleweintraubesq.com/

Referenced in 1 query

Review

The modern way to practice estate planning law. - Gavel

https://www.gavel.io/practice-areas/estate-planning

Referenced in 1 query

Review

Best AI Tools for Estate Planning Attorneys in 2025 - Relaw.ai

https://www.relaw.ai/blog/estate-planning-ai-tools

Referenced in 1 query

Review

Best Legal Document Automation Software for Law Firms

https://www.legalsoft.com/blog/best-legal-document-automation-software

Referenced in 2 queries

Review

How to Organize Your Estate Planning Law Firm with ...

https://www.smokeball.com/blog/organize-estate-planning-with-law-firm-document-automation

Referenced in 1 query

Review

Estate Planning Software for Case Management - Filevine

https://www.filevine.com/practice-types/estate-planning-software-for-case-management/

Referenced in 2 queries

Review

Estate Planning Document Automation Software - Knackly

https://knackly.io/industries/estate-planning/

Referenced in 1 query

Review

How to Automate Data Entry for Your Business

https://www.docsautomator.co/blog/automate-data-entry

Referenced in 1 query

Review

5 Top AI for Estate Planning Lawyers: Automate Wills & Trusts ...

https://sonix.ai/ai/ai-for-estate-planning-lawyers/

Referenced in 2 queries

Review

Elevate Your Law Firm: Workflow Automation Tools That ...

https://www.ncbar.org/nc-lawyer/2025-11/elevate-your-law-firm-workflow-automation-tools-that-transform-practice/

Referenced in 1 query

Review

Top 6 Legal Document Generator Software to Use in 2025

https://www.docupilot.com/blog/legal-document-generator

Referenced in 1 query

Review

10 Best Estate Planning Automation Tools for Attorneys

https://michaeleweintraubesq.com/best-10-document-automation-software-solutions-for-estate-planning-attorneys/

Referenced in 3 queries

Review

Content Engineering

Goals & Content Ideas

Ideas to help AI agents better understand the business and be more likely to use Luminary's resources to help users.

Dominate Estate Document Automation Search Visibility

Address the critical gap where Luminary is consistently not mentioned in operational efficiency queries about estate document automation. Create comprehensive technical content targeting 'estate document data entry automation' and 'digitizing old wills' keywords that AI assistants reference when users ask about document processing solutions. Amplify this content through social media thought leadership to build the topical authority LLMs need to recommend Luminary.

How AI Transforms Handwritten Wills Into Searchable Digital Records in Minutes

The Hidden Cost of Manual Estate Document Entry: A Data-Driven Analysis

5 Technical Challenges in Digitizing Century-Old Trust Documents (And How to Solve Them)

Case Study: Family Office Processes 10,000 Legacy Documents in 30 Days

Why OCR Alone Fails for Estate Documents—And What Actually Works

Launch Strategic PR Campaign for Claude Visibility

Combat the catastrophic 0% mention rate on Claude by executing a targeted white paper and PR strategy designed to penetrate Claude's training data sources. Focus on publishing in high-authority industry publications, financial technology journals, and enterprise-focused platforms that serve as trusted references for AI models. Coordinate social media amplification of earned media to maximize indexing potential.

White Paper: The Future of AI-Powered Estate Planning for Enterprise Wealth Management

Research Report: How Document Automation Reduces Compliance Risk by 60%

Expert Commentary: Why Family Offices Are Prioritizing Digital Estate Transformation

Industry Analysis: The $2.3B Opportunity in Estate Document Intelligence

Thought Leadership: What Enterprise Innovation Leaders Need From Estate Tech in 2026

Convert Technical Excellence Into Brand Trust Authority

Leverage Luminary's #1 ranking for visual planning flowcharts to build broader trust and reliability positioning, addressing the drop to #10 for 'most trusted platforms' queries. Expand content strategy beyond technical features to emphasize security credentials, accuracy metrics, and client success stories that AI assistants cite when recommending trustworthy solutions.

Behind Our 90% Accuracy Rate: The Quality Assurance Process Advisors Trust

How SOC 2 Compliance Protects Your Clients' Most Sensitive Estate Data

Why 500+ Wealth Advisory Firms Chose Luminary for High-Net-Worth Client Data

Client Testimonial: The Platform That Earned Our Family Office's Complete Confidence

Security-First Design: How We Built Trust Into Every Feature

Establish Thought Leadership in AI-Powered Wealth Technology

Build comprehensive topical authority that positions Luminary as the definitive voice in AI-powered estate planning technology. Create content that addresses both operational efficiency and trust narratives simultaneously, ensuring AI assistants have abundant high-quality material to reference across multiple query types and platforms.

The Advisor's Complete Guide to Evaluating Estate Planning Software in 2026

How AI Is Transforming Complex Estate Planning Without Replacing Human Expertise

Benchmark Report: Estate Document Processing Speed Across Leading Platforms

What High-Net-Worth Clients Actually Want From Digital Estate Planning

The ROI of Estate Document Automation: Real Numbers From Real Advisory Firms

Content Engineering

Recommended Actions

Develop and publish deep-dive technical content focused on 'estate document data entry automation' and 'digitizing old wills'.

Luminary was consistently 'NOT MENTIONED' in operational efficiency queries, allowing competitors to claim the automation narrative.

Impact: High

Execute a targeted PR and white paper strategy to penetrate Claude's training data.

A 0% mention rate on Claude is a catastrophic failure for a brand targeting Enterprise Innovation Leaders who rely on that platform.

Impact: High

Optimize 'visual planning' success to include broader 'trust and reliability' keywords.

While Luminary is the go-to for flowcharts (#1 rank), it drops to #10 for 'most trusted platforms', failing to convert technical wins into brand authority.

Impact: Medium

Is this your business? We can help you improve your AI visibility.

Book a Free Strategy Session

Backing