Startup profile · funding coverage
Luminary funding, valuation and investors
AI-native wealth-transfer platform that turns estate documents into structured data for advisors, trust companies, law firms, and accountants.
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Funding, valuation & investors
Answer-first snapshotLatest funding
Series A
$22M · September 2026
Latest known valuation
Not publicly disclosed
Total disclosed equity funding
$32M
Excludes debt, grants, acquisitions, secondaries, and IPO proceeds.
Current status
private
series a · New York, New York, USA
Investors in latest funding
Lead: Ten Coves Capital
Other: BNY , 8VC , Fin Capital , Focus Financial Partners , Rockefeller Capital Management FinTech Innovation Fund
Overview
Luminary is an AI-native wealth transfer and administration platform based in New York. Founded by CEO David Barnard (with 8VC's Joe Lonsdale among early backers), it converts static estate documents into source-verified data for scenario modeling, tax engines, and ongoing trust administration.
On September 10, 2026 it raised $22 million Series A led by Ten Coves Capital, with BNY and 8VC participating, bringing total funding to nearly $32 million after a $9.5 million 2023 seed (company PR).
Why Luminary is interesting
Ten Coves–led $22M Series A on Sep 10, 2026 brings BNY in as a strategic investor beside returning 8VC — company claims platform support across $500B+ client assets while the 'great wealth transfer' still runs on PDFs and spreadsheets.
Product & use cases
Human-in-the-loop AI that structures estate/ownership documents into Insights, Estate 360 overviews, tax calculations, and estate waterfalls for multi-party advisor workflows.
- RIAs scaling wealth-transfer advice beyond ultra-HNW one-offs
- Trust companies / AM Law firms standardizing estate reporting
- Tax advisors modeling federal/state/inheritance outcomes
Key facts
- $22M Series A led by Ten Coves; BNY + 8VC participated (Sep 10, 2026)
- Nearly $32M total after $9.5M seed (2023)
- Company: supports client assets totaling >$500B; named customers include Caprock, IEQ Capital, Wealth Enhancement Group
Funding history (newest first)
Series A
2026-09 $22M- Ten Coves Capital (lead)
- BNY (participant)
- 8VC (participant)
- Fin Capital (participant)
- Focus Financial Partners (participant)
- Rockefeller Capital Management FinTech Innovation Fund (participant)
Source: Read source · prnewswire.com
Investors in our directory
Funds linked from Luminary's profile — open a fund page for stage focus and related deal articles.
Market / IPO context
Editorial / static context — not a live quote.
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Editorial note: AI tools assisted with research, structure, or drafting. Venture Capital Tracker retains human editorial responsibility for factual accuracy, relevance, and source quality before publication.