Who founded Luminary?

Luminary was founded by David Barnard, Joe Lonsdale, Ian Lyons in 2022.

Who are Luminary's investors?

Luminary's investors include 2.12 Angels, 8VC, Gaingels, Lightbank, Fin Capital, Gilgamesh Ventures, Sutter Hill Ventures, Ten Coves Capital.

How much funding has Luminary raised?

Luminary has disclosed $9.5M raised across 1 of its 4 known rounds.

Where is Luminary headquartered?

Luminary is headquartered in New York, US.

Luminary

New York, US · Founded 2022 · 30 employees on LinkedIn · 11 known investors

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Luminary builds AI-powered software that helps wealth, legal, and tax advisors manage trust and estate planning by automating data extraction from documents and enabling modeling, visualization, and reporting of tax-efficient wealth transfer strategies. The platform serves financial advisors and their clients seeking to optimize generational and charitable wealth transfers.

AI & Machine Learning Enterprise Software Fintech SaaS

Founders & leadership

Luminary was founded in 2022 by David Barnard, Joe Lonsdale, and Ian Lyons.

David BarnardCo-founder

Joe Lonsdale Co-founderFounder & Managing Partner of 8VC; co-founder of Palantir and Addepar

Ian LyonsCo-founder & Head of Engineering

Wesley FriedmanNamed on SEC filing

Julia KosinskiFounder

Jemima LawFounder

Investors · 11

2.12 Angelslisted by 2.12 AngelsTiburon · $100K

8VClisted by 8VCAustin · $500K – $50M

How we know: 8VC's portfolio page · funding news · prnewswire.com · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us

Gaingelslisted by GaingelsNew York · $200K – $500K

How we know: gaingels.com · Not right? Tell us

Lightbanklisted by LightbankChicago · $500K – $5M

How we know: Lightbank's portfolio page · Not right? Tell us

Fin CapitalreportedSan Francisco · $250K – $15M

How we know: prnewswire.com · Not right? Tell us

Gilgamesh VenturesreportedNew York City · $150K – $500K

How we know: the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us

Sutter Hill VenturesreportedPalo Alto · $100K – $5M

How we know: a partner's Signal profile · Not right? Tell us

Ten Coves CapitalreportedDarien

How we know: prnewswire.com · Not right? Tell us

Also in the syndicate · 3

BNYFocus Financial PartnersRockefeller Capital Management's FinTech Innovation Fund

Funding

SEC filings, press & company announcements

$9.5M disclosed across 1 of 4 rounds · 2019–2026

Undisclosed amountSeries ASep 2026
Ten Coves Capital (lead), 8VC, BNY, Fin Capital, Focus Financial Partners, Rockefeller Capital Management's FinTech Innovation Fund
Source ↗

▶$9.5MraisedFeb 2023 · 10 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Wesley FriedmanDirector
David BarnardExecutive Officer, Director

Offering amount: $9.5M
Amount sold: $9.5M
First sale: Nov 2022
Incorporated: Corporation, Delaware, 2022
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Related companies · 6

SmartAssetSmartAsset is an online provider of consumer-focused financial information, educational content, and personal finance calculators and tools. It also runs SmartAsset AMP, a national marketplace that matches consumers with fiduciary financial advisors who fit their target client profile.

Vanilla Technologies Inc.Vanilla provides software that automates and simplifies estate planning, letting financial advisors, planners, and attorneys deliver estate strategies to clients at scale. It serves the wealth management industry as a fintech platform.

WealthWealth.com provides financial advisors with a technology platform that integrates estate planning, tax analysis, and AI-powered insights to help families manage their financial legacies and estate plans. The platform serves financial institutions and their advisors seeking to deliver scalable, proactive planning advice to clients.

ClioClio provides cloud-based legal practice management software and client communication tools for law firms to streamline operations and improve client service. The platform helps legal professionals manage cases, collaborate remotely, and deliver client-centered legal services.

Trust & WillTrust & Will is an online estate planning platform that guides customers through creating legally customized wills, trusts, and related documents. The service targets individuals and families seeking an affordable, accessible alternative to traditional legal services for estate planning.

LumaryLumary develops ABA practice management software for autism therapy providers in the US and disability, aged care, and allied health providers in Australia, helping them manage operations and outcome-based care delivery. The platform is used by healthcare provider organizations to process claims and support patient services.

Companies working in the same space as Luminary.

In the news

Luminary Raises $22 Million to Power the Data Infrastructure Behind Wealth Transferprnewswire.com · Sep 2026

Frequently asked questions

What does Luminary do?: Luminary builds AI-powered software that helps wealth, legal, and tax advisors manage trust and estate planning by automating data extraction from documents and enabling modeling, visualization, and reporting of tax-efficient wealth transfer strategies. The platform serves financial advisors and their clients seeking to optimize generational and charitable wealth transfers.
Who founded Luminary?: Luminary was founded by David Barnard, Joe Lonsdale, Ian Lyons in 2022.
Who are Luminary's investors?: Luminary's investors include 2.12 Angels, 8VC, Gaingels, Lightbank, Fin Capital, Gilgamesh Ventures, Sutter Hill Ventures, Ten Coves Capital.
How much funding has Luminary raised?: Luminary has disclosed $9.5M raised across 1 of its 4 known rounds.
Where is Luminary headquartered?: Luminary is headquartered in New York, US.