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, Lightbank, Gilgamesh Ventures.

Where is Luminary headquartered?

Luminary is headquartered in New York, US.

Luminary

New York, US · Founded 2022 · 30 employees on LinkedIn · 4 known investors

Find your way into Luminary

718 people in our graph share verified history with the Luminary team — schools, employers, funds. One of them is your warm intro.

Paul Kwanunlockedknows Joe Lonsdale · together at Stanford University (overlapped)

×6knows the team · via 8VC

×3knows the team · via Stanford University

knows the team · via Clarium Capital

knows the team · via Formation 8

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 BarnardinCo-founder

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

Ian LyonsinCo-founder & Head of Engineering

Julia KosinskiinFounder

Jemima LawinFounder

Investors · 4

2.12 AngelsTiburon · $100K

8VCAustin · $100K – $50M

LightbankChicago · $500K – $5M

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

Competitors · 6

by search overlap

SmartAsset26 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.

Vanilla Technologies Inc.25 shared keywordsVanilla 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.

Wealth21 shared keywordsWealth.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.

Clio18 shared keywordsClio 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 & Will14 shared keywordsTrust & 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.

Lumary14 shared keywordsLumary 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 competing with Luminary for the same Google search keywords, organic and paid, via search-intersection analysis.

In the news

Luminary a “Netflix for podcasts” raised $100M pre-launch with some controversytwitter.com · Apr 2019

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, Lightbank, Gilgamesh Ventures.
Where is Luminary headquartered?: Luminary is headquartered in New York, US.