# Luminary

> AI-native wealth-transfer platform that turns estate documents into structured data for advisors, trust companies, law firms, and accountants.

## Why it 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.

## Profile

- **Latest funding:** Series A — $22M (September 2026)
- **Latest known valuation:** Not publicly disclosed
- **Total disclosed equity funding:** $32M
- **Stage:** series-a
- **Status:** private
- **Industries:** N/A
- **Coverage:** full
- **Last updated:** 2026-09-11
- **Latest funding investors:** Ten Coves Capital, BNY, 8VC, Fin Capital, Focus Financial Partners, Rockefeller Capital Management FinTech Innovation Fund

## 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

- Series A · $22M · September 2026
  Source: Https://www.prnewswire.com/news-releases/luminary-raises-22-million-to-power-the-data-infrastructure-behind-wealth-transfer-302874712.html
- Seed · $9.5M · 2023
  Source: Https://www.prnewswire.com/news-releases/luminary-raises-22-million-to-power-the-data-infrastructure-behind-wealth-transfer-302874712.html

## Investors in our directory

- https://venturecapitaltracker.com/fund/8vc

## Related articles

- https://venturecapitaltracker.com/2026-luminary-22m-series-a-ten-coves-bny-8vc
- https://venturecapitaltracker.com/2026-september-10-11-investment-news-boring-positron-mach

**By:** [Venture Capital Tracker](https://venturecapitaltracker.com/editorial-policy)
**Last updated:** September 11, 2026

**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.

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Source: https://venturecapitaltracker.com/startup/luminary
