Luminary Financial

Luminary Financial is a it services and consulting company. Business Lending, Business Consulting, Merchant Processing, Asset Protection, Trusts and Foundations. In practice that means managing your IT, from help desk to infrastructure, as an outside partner.

It makes the most sense for small and mid-sized companies. They also list Asset Management, Consulting, Financial Services, Professional Services and Wealth Management, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Luminary Financial is based in San Francisco, California. You can read more at luminaryfinancial.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. A short pilot with your real data tells you more than any demo.

If you have worked with Luminary Financial, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.