Software Engineer - Applied AI

About the role

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 https://www.meticulous.ai/, Amp https://ampcode.com, Honeycomb https://honeycomb.io, Temporal https://temporal.io, PostHog https://posthog.com, Braintrust https://www.braintrust.dev/. 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

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.