Luminary provides an AI-native wealth transfer and administration platform that converts static estate and ownership documents into structured, source-verified data for financial advisors, trust companies, law firms and accounting firms serving high-net-worth families. Its platform combines document intelligence with tools such as Luminary Insights, Estate 360 estate overviews, a deterministic tax engine and estate waterfall visualizations to support scenario modeling, exemption tracking and ongoing trust administration. Founded in 2022 and headquartered in New York, the company reports more than $500 billion in client assets on its platform, with customers including Caprock, IEQ Capital and Wealth Enhancement Group.
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Sep 10, 2026
Latest raise
Funding activity · 1 round
Sep 10, 2026
$22M
Series A
Led by Ten Coves Capital
Luminary Closes $22 Million Series A Luminary, an AI native wealth transfer and administration platform, has raised $22 million in Series A funding. The round…
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