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 $31.5 million across 2 funding rounds 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
- SectorsProfessional & Legal ServicesTechnology
- Email••••••••
- Website withluminary.com
- Social LinkedIn
- Legal Name Luminary Platforms, Inc
- Total Equity Funding$31.5M (USD)
in 2 rounds
- Latest Funding Round$22M (USD), Series A
Sep 2026
- InvestorsFocus Financial Partners
& 5 more
Products & Services of Luminary
Luminary offers a comprehensive portfolio of products and services, including Luminary AI, Luminary Visualizations, and Luminary Analysis.
Documents are digitized and summarized using AI technology.
Estate plans are visualized with dynamic flowchart diagrams.
Planning outcomes are simulated with advanced analytical tools.
Funding Insights of Luminary
Luminary has successfully raised a total of $31.5M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $22 million completed in September 2026. 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 $31.5M
- Total Rounds 2
- Last Round Series A — $22M
- First Round $9.5M
(Feb 2023)
- Investors Count 6
All 2 funding rounds of Luminary with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2026 | $22M | Series A | – | – | |
| Feb 2023 | $9.5M | Series A | – | 8VC |
6 investors in total: 6 institutional.
Investors in Luminary
Luminary has secured backing from 6 investors, including institutional and venture fund investors. Prominent investors backing the company include Focus Financial Partners, 8VC and Fin Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital firm investing in technology, life sciences, and related sectors. | – | 8vc.com | - | |
Venture capital firm focused on fintech and B2B SaaS companies | – | fin.capital | San Francisco, United States | |
- | – | tencoves.com | - | |
Business consulting services are provided to banks and lending institutions. | 2004 | focusfinancialpartners.com | New York, United States | |
- | – | bny.com | - | |
- | – | rockco.com | - |
Investor details for Luminary
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Luminary
9 people are tracked at Luminary (5 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Ian Lyons | Co-Founder | Leadership |
Dave St Geme | Co-Founder | Leadership |
David Barnard | Founder & CEO | Leadership |
Joe Lonsdale | Co-Founder | Leadership |
Jemima Law | Director Of Operations | Leadership |
🐱 Mary H. | GTM Advisor | Team |
Angela Kim, CFA | Product Manager | Team |
Vik Prasad | Product, Founding Team | Team |
Julie Miller | Marketing Lead | Team |
Complete people profiles for Luminary
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Luminary
3 dated milestones of Luminary across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Luminary is founded.
- Funding First funding round of $9.5M.
- Funding Latest funding round, Series A, of $22.0M.
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| trustandwill.com | 2017 | San Diego, United States | $69.01M | 87 | Legal will planning solutions are provided through a cloud-based platform. | |
| tmrow.com | 2015 | Copenhagen, Denmark | – | 7 | Carbon footprint of daily activities is tracked via mobile software. | |
| justvanilla.com | 2019 | Los Angeles, United States | $84.26M | – | Solutions for estate planning are provided to investment advisors. | |
| joincake.com | 2013 | Sudbury, United States | $5.05M | 10 | Online platform that provides end of life planning | |
| thepostage.com | 2019 | Houston, United States | – | 6 | Cloud-based legacy planning solutions are offered for enterprises. | |
| peacefully.com | 2018 | Los Angeles, United States | $200,000 | – | After-death services including end-of-life planning are provided by Peacefully. | |
| lifelegacy.io | 2020 | New York, United States | – | – | Online will planning software is provided for document management. | |
| encorestateplans.com | 2021 | Seattle, United States | – | – | Offers estate planning software and services to financial advisors for document creation. |
Detailed competitors of Luminary
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Luminary
The website of Luminary (withluminary.com) receives about 4.3K visits a month.
- Monthly visits4.3K
▼ 24.2% vs previous month
Websites whose visitors overlap most with Luminary. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
weareluminary.com | weareluminary.com | 100% | – | #1,972,230 | – |
luminarynailsystems.com | luminarynailsystems.com | 92% | – | #788,064 | – |
Latest news on Luminary
Complete news archive for Luminary
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Luminary
10 companies that operate in the same segment as Luminary (Legal Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud and AI-based electronic signatures and contract management are provided. | 2003 | San Francisco, California, United States | USD 520 M | USD 3.22 B | 6,840 | |
Legal practice management software is provided for law firm operations. | 2007 | Burnaby, British Columbia, Canada | USD 1.79 B | – | – | |
AI-powered software for contract drafting and management is provided. | 2017 | India | USD 112.95 M | USD 2.43 M | 162 | |
Contract lifecycle management software is developed using AI-powered intelligence. | 2016 | San Carlos, California, United States | USD 154.69 M | – | – | |
AI-powered ediscovery platform streamlines investigations and workflows. | 2012 | Houston, Texas, United States | USD 194.03 M | USD 156.85 M | 561 | |
AI-powered software for legal contract management is utilized. | 2012 | Lehi, Utah, United States | USD 170.95 M | – | – | |
Cloud-based legal management and data services are provided for businesses. | 2008 | Toronto, Ontario, Canada | – | USD 7.63 B | 26,400 | |
AI-driven legal research platform for attorneys is operated. | 2013 | San Francisco, California, United States | USD 67.83 M | – | – | |
Online legal services are offered to businesses and families. | 2008 | San Francisco, California, United States | USD 288.44 M | – | – | |
SaaS-driven property management software for owners and residential property managers | 2006 | Santa Barbara, California, United States | USD 30 M | USD 950.82 M | 1,630 |
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Frequently Asked Questions about Luminary
Luminary was founded in 2022 and raised its 1st funding round 1 year after it was founded.
Luminary is headquartered in New York, United States. It is registered at New York, New York, United States.
David Barnard is the current CEO of Luminary. They have also founded this company.
Luminary is a funded company, having raised a total of $31.5M across 2 funding rounds to date. The company's 1st funding round was a Series A of $9.5M, raised on Feb 2023.
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.
Luminary's top competitors include Trust and Will, Vanilla and Cake.
Luminary offers Luminary AI, Luminary Visualizations, and Luminary Analysis.
Luminary has 6 investors. Key investors include Focus Financial Partners, 8VC, Fin Capital, Ten Coves Capital, and BNY.
Luminary operates through Luminary Platforms, Inc.