Overview
AI document intelligence and planning workflows for wealth transfer and estate administration.
What Luminary does
Luminary turns estate and ownership documents into structured, source-linked information. Wealth advisors, attorneys, tax specialists and trust companies use it to understand the relationships, roles and planning strategies across a household’s financial arrangements.
The platform supports estate overviews, visualizations, reporting and scenario analysis. Its document intelligence can surface gaps or planning questions, while a deterministic tax engine helps model specified estate and transfer outcomes.
The output is intended to support professional conversations and administration across an existing advisory relationship. Luminary provides the data and workflow platform; it does not replace the lawyer, accountant or financial advisor responsible for the client’s plan.
Company details
- Stage
- Series A
- Funding
- $22 million Series A; nearly $32 million total (September 2026)
Founders & leadership
Investors & backers
Luminary announced a $22 million Series A on September 10, 2026, bringing total funding to nearly $32 million.
- Ten Coves Capital
- BNY
8VC- Fin Capital
- Focus Financial Partners
- Rockefeller Capital Management FinTech Innovation Fund
