Luminary

New York, United States Founded: 2022 • Age: 4 yrs
Estate planning software is provided with AI-driven insights by Luminary.
Annual revenue - Latest available
Total funding $9.5M 1 rounds
Employees - Tracked headcount
Investors 3 Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

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
  • Sectors
    Professional & Legal Services
    Technology
  • 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
Operational Areas
Professional & Legal Services → Legal Technology Services Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $9.5 M (USD)

    in 1 rounds

  • Latest Funding Round
    $9.5 M (USD), Series A

    Feb 13, 2023

  • Investors
  • Employee Count
    Not available
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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.

Product name locked
Category locked
Primary

Documents are digitized and summarized using AI technology.

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Estate plans are visualized with dynamic flowchart diagrams.

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Planning outcomes are simulated with advanced analytical tools.

People of Luminary

Headcount 1-10
Employee Profiles 7
Employee Profiles
People
Jemima Law
Director Of Operations
People
🐱 Mary H.
GTM Advisor
People
David Barnard
Founder and CEO
People
Dave St. Geme
Co-Founder & CPO

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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.

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.

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Venture Fund
Institutional
Investor Description Founded Year Domain Location
Venture capital firm investing in technology, life sciences, and related sectors.
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Venture capital firm focused on fintech and B2B SaaS companies
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Business consulting services are provided to banks and lending institutions.
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Investor details for Luminary

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  • Investor domains
  • Investor locations
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Investments & Acquisitions by Luminary

Investments
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Investment portfolio details for Luminary

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  • Transaction dates
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Financial Statements - Luminary

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Detailed financials for Luminary

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  • Profit trends
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Luminary Comparisons

Luminary Primary company
Description
Estate planning software is provided with AI-driven insights...
Location
New York, United States
Founded Year
2022
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Luminary

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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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 year HQ Location Description
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Legal will planning solutions are provided through a cloud-based platform.
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Carbon footprint of daily activities is tracked via mobile software.
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Solutions for estate planning are provided to investment advisors.
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Online platform that provides end of life planning
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Cloud-based legacy planning solutions are offered for enterprises.
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Detailed competitors of Luminary

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Latest news on Luminary

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Complete news archive for Luminary

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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 $9.5M across 1 funding round to date.

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 3 investors. Key investors include Focus Financial Partners, 8VC, and Fin Capital.

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