About Luminary
Luminary is a company based in New York (United States) founded in 2022 by Ian Lyons, Dave St Geme, David Barnard, and Joe Lonsdale. It operates as a AI-as-a-Service, and Subscription Services. Luminary has raised $9.5 million across 1 funding round from investors including Focus Financial Partners, 8VC and Fin Capital. Luminary offers products and services including Luminary AI, Luminary Visualizations, and Luminary Analysis. Luminary operates in a competitive market with competitors including Trust and Will, Tomorrow, Vanilla, Cake and The Postage, among others.
- Headquarter New York, United States
- Founders Ian Lyons, Dave St Geme, David Barnard, Joe Lonsdale
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Sectors
Professional & Legal ServicesTechnology
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Email
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Phone
*********
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Website
*********
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Social
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- Legal Name Luminary Platforms, Inc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$9.5 M (USD)
in 1 rounds
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Latest Funding Round
$9.5 M (USD), Series A
Feb 13, 2023
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Investors
Focus Financial Partners
& 2 more
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Employee Count
Employee Count
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Products & Services of Luminary
Luminary offers a comprehensive portfolio of products and services, including Luminary AI, Luminary Visualizations, and Luminary Analysis. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Documents are digitized and summarized using AI technology.
Estate plans are visualized with dynamic flowchart diagrams.
Planning outcomes are simulated with advanced analytical tools.
Unlock access to complete
Funding Insights of Luminary
Luminary has successfully raised a total of $9.5M through 1 strategic funding round. The most recent funding activity was a Series A round of $9.5 million completed in February 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series A — $9.5M
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First Round
First Round
(13 Feb 2023)
- Investors Count 3
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2023 | Amount | Series A - Luminary | Valuation | 8VC |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Luminary
Luminary has secured backing from 3 investors, including institutional and venture fund investors. Prominent investors backing the company include Focus Financial Partners, 8VC and Fin Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Venture capital firm investing in technology, life sciences, and related sectors.
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Founded Year | Domain | Location | |
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Venture capital firm focused on fintech and B2B SaaS companies
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Founded Year | Domain | Location | |
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Business consulting services are provided to banks and lending institutions.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Luminary
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Luminary
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Luminary Comparisons
Competitors of Luminary
Luminary operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Trust and Will, Tomorrow, Vanilla, Cake and The Postage, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Legal will planning solutions are provided through a cloud-based platform.
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| domain | founded_year | HQ Location |
Carbon footprint of daily activities is tracked via mobile software.
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| domain | founded_year | HQ Location |
Solutions for estate planning are provided to investment advisors.
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| domain | founded_year | HQ Location |
Online platform that provides end of life planning
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| domain | founded_year | HQ Location |
Cloud-based legacy planning solutions are offered for enterprises.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Luminary
Frequently Asked Questions about Luminary
When was Luminary founded?
Luminary was founded in 2022 and raised its 1st funding round 1 year after it was founded.
Where is Luminary located?
Luminary is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Luminary?
David Barnard is the current CEO of Luminary. They have also founded this company.
Is Luminary a funded company?
Luminary is a funded company, having raised a total of $9.5M across 1 funding round to date. The company's 1st funding round was a Series A of $9.5M, raised on Feb 13, 2023.
What does Luminary do?
Estate planning solutions are offered by Luminary through AI-powered software. Documents are digitized and summarized for efficient planning. Dynamic visualizations and analysis tools are provided to model scenarios and outcomes. Services cater to wealth advisors, family offices, and professional services. Collaboration among experts is facilitated with secure, role-based platforms. The focus is placed on complex estate planning for high-net-worth clients. Integration with enterprise systems is supported for consistent client experiences.
Who are the top competitors of Luminary?
Luminary's top competitors include Trust and Will, Vanilla and Cake.
What products or services does Luminary offer?
Luminary offers Luminary AI, Luminary Visualizations, and Luminary Analysis.
Who are Luminary's investors?
Luminary has 3 investors. Key investors include Focus Financial Partners, 8VC, and Fin Capital.
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