Powered by Claude · Amazon Bedrock

Enterprise AI for
Legal & Financial Professionals

Purpose-built for the industries where precision, security, and accountability are non-negotiable. Rigorous AI grounded in the standards your profession demands.

Financial Services
200K+

Token Context Window

10x

Faster Document Review

100%

Data Stays in Your AWS Account

📈
Financial Services
"In investing, what is
comfortable is rarely
profitable."
— Robert Arnott
10-K Analysis Research AI RAG

Technology Partners & Trusted By

Anthropic Claude
Amazon Bedrock
AWS GovCloud
Constitutional AI
LexisNexis Compatible
Bridgewater-Class Deployments
Core Solutions

One Platform. Two Disciplines.

Deep AI capabilities purpose-built for legal and financial workflows

Investment Research Summarization

Condense lengthy research reports, analyst notes, and market commentary into structured briefs — preserving key theses, risks, and price targets.

  • Multi-source report synthesis
  • Thesis & risk extraction
  • Sector and asset class tagging

Investment Analysis Agent

An autonomous AI agent that generates Python code, structured tables, and charts on demand — turning raw financial data into presentation-ready analysis.

  • Auto-generated code & visualizations
  • Valuation model scaffolding
  • Natural language to analysis

Internal Knowledge Base (RAG)

Connect your proprietary research, memos, and models into a secure Q&A system. Analysts get instant, cited answers from your firm's own knowledge — not the public internet.

  • Private document retrieval (RAG)
  • Source-cited responses
  • Secure, air-gapped deployment
Why Luminary Solutions

Built for Industries Where Errors Have Consequences

The same architecture trusted by top-tier law firms and institutional investors

Data Never Leaves Your AWS Account

Deployed via Amazon Bedrock in your own environment. Your data is never used for model training and never shared — meeting the strictest data residency requirements.

Conservative on Hallucination

Claude is designed to flag uncertainty rather than fabricate. For legal and financial professionals, this is not a feature — it is a requirement. Every output is grounded and cited.

Strong Logical Reasoning

Complex multi-step analysis — from statutory interpretation to DCF modeling — requires a model that reasons, not one that pattern-matches. Claude's architecture is built for this.

Ultra-Long Context Understanding

200K–1M token context windows let you process entire contract packages, full 10-K filings, or complete data rooms in a single pass — no chunking, no lost context.

Auditable & Traceable Outputs

Every AI response includes source citations and confidence indicators — satisfying the auditability requirements of law firms, regulators, and investment committees.

Native AWS Security & Audit Integration

Built on Amazon Bedrock, Luminary Solutions inherits AWS's SOC 2, ISO 27001, and FedRAMP certifications — with full CloudTrail audit logging out of the box.

Use Cases

Built for Every Professional Institution

Financial Services
04

Investment Management

Accelerate research workflows, automate filing analysis, and give analysts an AI co-pilot grounded in your firm's own knowledge base.

05

Investment Banks · PE · VC

Compress M&A due diligence cycles, surface deal risks with precision, and generate transaction analysis at institutional quality.

06

Banks & Financial Institutions

Automate regulatory reporting, monitor compliance obligations across jurisdictions, and respond to audit inquiries with traceable AI-generated documentation.

"
Luminary Solutions reduced our due diligence cycle from three weeks to four days. The citation accuracy and source traceability gave our partners the confidence to trust the output without manual re-verification.
JR
James R. Managing Partner, Tier-1 M&A Practice
"
Our analysts now spend their time on judgment, not on reading filings. The Investment Analyst Assistant processes a full 10-K in minutes and surfaces exactly what the investment committee needs to see.
SK
Sarah K. Head of Research, Global Asset Management Firm
FAQ

Questions We Hear Most

Answers to what legal and financial teams ask before going live

No. Luminary Solutions is deployed via Amazon Bedrock within your own AWS account. Your data never leaves your environment and is never used for model training, fine-tuning, or shared with any third party — including Anthropic.

Claude is deliberately conservative — it flags uncertainty and declines to speculate rather than generating plausible-sounding but incorrect content. All outputs are grounded in cited sources. For RAG-based deployments, responses are anchored exclusively to your firm's own documents.

The underlying infrastructure (Amazon Bedrock / AWS) is certified for SOC 2 Type II, ISO 27001, HIPAA, and FedRAMP. Full CloudTrail audit logging is available out of the box. Deployment in AWS GovCloud is available for clients with heightened regulatory requirements.

Most clients complete a proof-of-concept within 2 weeks and reach production deployment within 6–8 weeks. Our customer success team handles AWS environment setup, API integration, and user onboarding end-to-end.

Yes. We provide standard REST APIs and pre-built connectors for iManage, NetDocuments, Salesforce Legal, and major financial data platforms. For RAG deployments, we support ingestion from internal document stores, SharePoint, S3, and proprietary databases. Custom integrations are available for enterprise clients.

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