Luminary - Crunchbase Company Profile & Funding

Q: Where is Luminary's headquarters?

Luminary is located in New York, New York, United States.

Q: Who invested in Luminary?

Luminary has 5 investors including Rockefeller Capital Management And Focus Financial Partners.

Q: When was the last funding round for Luminary?

Luminary closed its last funding round on obfuscated from a Convertible Note round.

Q: How much funding has Luminary raised to date?

Luminary has raised obfuscated.

Overview

Luminary

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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About Luminary

CB Rank

20097

Luminary is a technology platform that automates the complex and inefficient estate planning process.

Founded

obfuscation

Private

Convertible Note

New York, New York, United States

11-50

www.withluminary.com/

Finance

Information Technology

Software

Funding Rounds

Convertible Note

OBF

obfuscation

Seed

OBF

obfuscation

Venture - Series Unknown

OBF

obfuscation

Key People

David Barnard: Founder & CEO

Details

Legal Name

Luminary Platforms, Inc.

Operating Status

Active

Company Type

For Profit

Founders

David Barnard

About the Company

Luminary is a technology platform that automates the complex and inefficient estate planning process. The platform can streamline execution complexity and manual workflows, reducing risk, and expanding opportunities for use. The company was founded in 2022 and is headquartered in New York.

Predictions & Insights

Growth Insight

See this Growth Insight

Luminary is

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to be growing

Top Contributing Factors

Merger or Acquisition

Growth Prediction

See this Growth Prediction

Products & Services

Luminary AI

AI software that extracts and summarizes data from estate planning documents, creating structured digital records for analysis and reporting.

Estate Waterfall

A customizable visualization tool that maps and projects estate plans, including distributions and tax liabilities, with dynamic scenario modeling.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Convertible Note - Luminary	3	obfuscated obfuscation	8VC, Focus Financial Partners, Rockefeller Capital Management	Convertible Note
obfuscated obfuscation	Convertible Note - Luminary	3	obfuscated obfuscation	8VC, Focus Financial Partners, Rockefeller Capital Management	Convertible Note
obfuscated obfuscation	Convertible Note - Luminary	3	obfuscated obfuscation	8VC, Focus Financial Partners, Rockefeller Capital Management	Convertible Note
obfuscated obfuscation	Convertible Note - Luminary	3	obfuscated obfuscation	8VC, Focus Financial Partners, Rockefeller Capital Management	Convertible Note
obfuscated obfuscation	Convertible Note - Luminary	3	obfuscated obfuscation	8VC, Focus Financial Partners, Rockefeller Capital Management	Convertible Note

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Convertible Note - Luminary	3	obfuscated obfuscation	8VC, Focus Financial Partners, Rockefeller Capital Management	Convertible Note
obfuscated obfuscation	Convertible Note - Luminary	3	obfuscated obfuscation	8VC, Focus Financial Partners, Rockefeller Capital Management	Convertible Note
obfuscated obfuscation	Convertible Note - Luminary	3	obfuscated obfuscation	8VC, Focus Financial Partners, Rockefeller Capital Management	Convertible Note
obfuscated obfuscation	Convertible Note - Luminary	3	obfuscated obfuscation	8VC, Focus Financial Partners, Rockefeller Capital Management	Convertible Note
obfuscated obfuscation	Convertible Note - Luminary	3	obfuscated obfuscation	8VC, Focus Financial Partners, Rockefeller Capital Management	Convertible Note

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Rockefeller Capital Management	Yes	Convertible Note - Luminary	—
Rockefeller Capital Management	Yes	Convertible Note - Luminary	—
Rockefeller Capital Management	Yes	Convertible Note - Luminary	—
Rockefeller Capital Management	Yes	Convertible Note - Luminary	—
Rockefeller Capital Management	Yes	Convertible Note - Luminary	—