When was Luminary founded?

Luminary was founded in 2022 and raised its 1st funding round 1 year after it was founded.

Where is Luminary located?

Luminary is headquartered in New York City, United States.

How many employees does Luminary have?

As of Sep 30, 2026, the latest employee count at Luminary is 32.

Is Luminary a funded company?

Luminary is a funded company, having raised a total of $31.5M across 2 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on Feb 13, 2023.

When was the latest funding round of Luminary?

Luminary's latest funding was a $***** Series A round on Sep 10, 2026, with participation from 6 investors. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $6.01B in funding in 2026 to date.

Where does Luminary rank among its competitors?

Luminary ranks 5th amongst 30 active competitors, of which 11 are funded. It stands 5th in terms of total funding among its competitors. The most recent competitor to raise funding was Luminary, which secured $22M in Sep, 2026.

Who are the top competitors of Luminary?

Luminary's top competitors include Empathy, Trust and Will and Vanilla. Among them, Luminary secured the most recent funding round in September, 2026.

Luminary - 2026 Company Profile, Team, Funding & Competitors

Company Details

Developer of AI-powered software for trust and estate planning professionals. The software digitizes documents, summarizes data, and creates visualizations of estate plans. It offers tools to simulate plans, model growth rates, and explore various strategies. The platform facilitates collaboration among advisors with role-based permissions and secure data sharing.

Website: www.withluminary.com/
Email ID: *****@withluminary.com

Key Metrics

Founded Year

2022

Location

New York City, United States

Stage

Series A

Total Funding

$31.5M in 2 rounds

Latest Funding Round

Series A, Sep 10, 2026, $*****

Investors

8VC & 8 more

Ranked

5^th among 30 active competitors

Employee Count

32 as on Sep 30, 2026

Similar Companies

Empathy & 31 more

View Luminary's full profile

Luminary is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
Luminary Platforms, Inc CIN: 88-1553201 , United States, Active	Feb 12, 2023	-	-	-

Luminary has raised a total funding of $31.5M over 2 rounds. Its first funding round was on Feb 13, 2023. Its latest funding round was a Series A round on Sep 10, 2026 for $*****. 6 investors participated in its latest round. Luminary has 9 institutional investors.

Here is the list of recent funding rounds of Luminary:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Sep 10, 2026	5629777	Series A	6066221	9304096	1480043	9892309
Feb 13, 2023	3646138	Series A	8838178	8678688	8VC	Focus Financial Partners & 1 more

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View details of Luminary's funding rounds and investors

The founders of Luminary is Dave St Geme.

Here are the details of Luminary's key team members:

Dave St Geme: Co-Founder & CPO of Luminary.

View details of Luminary's Founder profiles and Board Members

Luminary's employee count trend

Luminary has 32 employees as of Sep 26. Here is Luminary's employee count trend over the years:

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Top competitors of Luminary include Empathy, Trust and Will and Vanilla. Here is the list of Top 10 competitors of Luminary, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Empathy 2021, New York City (United States), Series C	Provider of support solutions for legacy planning, loss, and leave	$162M	Adams Street Partners, Index Ventures & 28 others	73/100
2nd	Trust and Will 2017, San Diego (United States), Series C	Cloud based platform offering legal will planning solutions	$75M	UBS, Link Ventures & 28 others	66/100
3rd	Vanilla 2019, Los Angeles (United States), Series C	Providing solutions to investment advisors for estate planning	$84.3M	Insight Partners, Venrock & 12 others	63/100
4th	Wealth 2021, Tempe (United States), Series B	Online estate planning platform	$111M	Google Ventures, Anthos Capital & 12 others	61/100
5th	Luminary 2022, New York City (United States), Series A	Developer of AI-powered software for trust and estate planning professionals	$31.5M	BNY, Ten Coves Capital & 7 others	55/100
6th	Tomorrow 2015, Seattle (United States), Acquired	Online will planning and life insurance comparison platform	$21.6M	Sinai Ventures, IDC Ventures & 16 others	54/100
7th	Trustate 2020, New York City (United States), Seed	Cloud based estate planning software provider	$1.8M	Impression Ventures, GingerBread Capital & 1 others	50/100
8th	The Postage 2019, Houston (United States), Funding Raised	Cloud-based enterprise legacy planning solution provider	-	Ben Jen Holdings, Long View Tech Ventures	39/100
9th	Cake 2013, Sudbury (United States), Seed	Online platform that provides end of life planning	$5.05M	Pillar VC, OCA Ventures & 19 others	38/100
10th	Peacefully 2018, Los Angeles (United States), Seed	Provider of after-death services	$200K	Curql Accelerate, OnRamp Insurance & 2 others	34/100