Company
Luminary
The AI Platform for Wealth Transfer
- Business model
- B2B
- Customers
- Wealth Managers, Law Firms, Tax Advisors, Trust Administrators
- Legal name
- Luminary Platforms, Inc.
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Record updated 28 September 2026
About
Luminary transforms estate and ownership documents into structured data, powering purpose-built tools and deliverables—helping wealth, legal, tax, and trust advisors uncover insights faster, communicate with greater clarity, and deliver more value to clients.
Funding snapshot
- Total raised
- $9.5MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $9.5M2022-11-18
Funding rounds
- Round, 2022
- $9.5M2022-11-18, SEC form D sold, 10 investors
Products
- Web
- Luminary AI
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