From silos to sync

Where your team stops waiting and starts publishing

Publish compliant, trusted content when it matters most, using AI workflows built around your financial expertise.

Legacy systems are costing you the next generation

Financial firms are missing the moment. While millennials and Gen Z turn to TikTok, Reddit, and YouTube for advice, half the industry is stuck behind outdated systems and lengthy compliance approval processes.

The result?

Missed opportunities

We put professionals back in charge — with a platform built for speed, trust, and collaboration

Luniate is your Chief Investment Office of the future. End-to-end AI Platform that unites analysts, compliance and marketing teams.

“We launched our weekly client newsletter and just had our best quarter ever.”

Delivering real ROI

Our clients aren’t just publishing faster, they’re winning more trust, engagement, and growth.

20x newsletter engagement

10x faster content cycle

Increase in reach to investors under 45

30% inbound leads from digital channels

Nil compliance breaches

Used by top-tier wealth and fintech firms

The $100 trillion moment is here

We’re in the middle of the biggest wealth transfer in history. Millennials are set to become the most powerful investors but most firms aren’t set up to reach them.

Faster market insights

Agents that collaborate across the content supply-chain

Autonomous agents know their job, know their limits, and collaborate with your team.

Research

Analysts

Compliance

Marketing

Reimagine work across the Chief Investment Office

Reinvent your chief investment office

Drive team performance and productivity

Help analysts, compliance and marketing teams produce better content, faster

30-50% increase in financial advisor efficiency

Strengthen client engagement and delivery more value

Deliver relevant insights to investors at critical market moments

15-30% increase in client engagement

Speed up compliant content

Reduce content review cycles while maintaining regulatory standards.

>50% faster compliance approvals

Proven solutions that build trust, drive engagement, and accelerate growth

Hedge Funds

Faster market insights

Spot market events instantly

Create research reports quickly

Write investor updates

Track market sentiment

Wealth Management

Better client communication

Deliver timely market news

Create custom market updates

Build educational content

Keep messaging consistent

Asset Management

Scale your expertise

Streamline quarterly reporting cycles

Respond to market volatility instantly

Create consistent multi-channel content

Convert analysis into sales enablement

product features

Built for today’s market — and tomorrow’s investor.

Choose the plan that best fits your needs

tier 1 - starter

$5,000

/month

For firms looking to publish content with greater speed and consistency

choose a plan

Weekly Market Brief, compliance-ready and tailored to your voice

One distribution channel (e.g. newsletter or LinkedIn)

Dedicated managing editor overseeing every step

Hands-on financial analyst with a proven track record

Marketing strategist aligned to your commercial goals

Fully managed, end-to-end publishing

We plug into your workflow, whether that's Slack, Teams, or email

Every piece runs through your internal compliance, regulation and brand tone.

tier 2 - premium

$9,000

/month

For teams deepening trust through investor education and long-form content

choose a plan

Evergreen Content Library, a bank of trusted, on-brand education

Multi-audience content tailoring (e.g. HNWIs, ESG, next-gen clients)

Development of whitepapers, guides, and long-form educational content

Strategic monthly performance reviews and refinement sessions

SEO optimization for long-term educational content

tier 3 - custom

Custom

For firms building a fully integrated, AI-powered content solution. Everything in Tier 2 with additional package

choose a plan

A bespoke content system powered by AI and guided by financial experts

Multi-brand and multi-country content orchestration

Full-funnel content delivery — education, insights, internal and external comms

Embedded support from senior financial strategists and editors

Custom dashboards, compliance workflows, and technical integrations

Is your team stuck in approvals while the next generation builds wealth online?

Luniate helps you show up where they are with content that’s fast, trusted, and built to convert.

Talk to an expert BOOK A DEMO

Where your team stops waiting and starts publishing

Legacy systems are costing you the next generation

We put professionals back in charge — with a platform built for speed, trust, and collaboration

A platform that combines

“We launched our weekly client newsletter and just had our best quarter ever.”

Delivering real ROI

The $100 trillion moment is here

Agents that collaborate across the content supply-chain

Reinvent your chief investment office

Drive team performance and productivity

Strengthen client engagement and delivery more value

Speed up compliant content

Proven solutions that build trust, drive engagement, and accelerate growth

Hedge Funds

Wealth Management

Asset Management

Built for today’s market — and tomorrow’s investor.

Choose the plan that best fits your needs

Is your team stuck in approvals while the next generation builds wealth online?

FAQs