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
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
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.
Documents are digitized and summarized using AI technology.
Estate plans are visualized with dynamic flowchart diagrams.
Planning outcomes are simulated with advanced analytical tools.
People of Luminary
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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 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
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Luminary
Investment portfolio details for Luminary
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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Financial Statements - Luminary
Detailed financials for Luminary
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- Profit trends
- Statement rows
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Luminary Comparisons
Peer comparison for Luminary
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
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- Operating benchmarks
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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.
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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
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
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Verified entity values are shown only after access is granted.
Latest news on Luminary
Complete news archive for Luminary
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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.