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 While millennials and Gen Z turn to TikTok, Reddit, and YouTube for advice, half the industry is stuck behind outdated systems and lengthy compliance approval processes.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

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 increase team productivity

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

30-50% Boost financial advisor efficiency

Strengthen client engagement and delivery more value

Deliver relevant and actionable insights to investors at critical and fast moving market moments.

15-30% increase in client engagement

Speed up compliant content production processes

Reduce time consuming content review cycles while strictly maintaining all regulatory requirements.

>50% faster compliance approvals

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

Faster market insights

Hedge Funds

Better client communication

Wealth Management

Scale your expertise

Asset Management

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 plan

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

Only have 1 distribution channel (e.g. newsletter or LinkedIn)

A dedicated managing editor overseeing every step of the content creation

Hands-on financial analyst with a proven track record

Marketing strategist aligned to your commercial firm goals

End-to-end publishing fully managed with expert oversight from start to finish

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 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 to ensure sustained visibility

tier 3 - custom

Custom

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

Talk to an expert

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

We build wealth online while your team feels stuck in the process

Millennials and Gen Z seek financial guidance on TikTok, Reddit, and YouTube. Firms struggle to keep up due to outdated systems.

Talk to an expert BOOK A DEMO