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.

Who is the current CEO of Luminary?

David Barnard of Luminary. They have also founded 1 company.

How many employees does Luminary have?

As of Mar 31, 2026, the latest employee count at Luminary is 28.

Is Luminary a funded company?

Luminary is a funded company, having raised a total of $***** in its 1st and only funding round, a Series A round on Feb 13, 2023.

When was the latest funding round of Luminary?

Luminary's latest funding was a $***** Series A round on Feb 13, 2023, with participation from 3 investors. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $1.77B in funding in 2026 to date.

Where does Luminary rank among its competitors?

Luminary ranks 8th amongst 25 active competitors, of which 11 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Wealth, which secured $65M in Apr, 2026.

Who are the top competitors of Luminary?

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

Luminary - 2026 Company Profile, Team, Funding & Competitors

Luminary is a series A company based in New York City (United States), founded in 2022 by David Barnard, Dave St Geme and Ian Lyons. It operates as a Developer of AI-powered software for trust and estate planning professionals. Luminary has raised $9.5M in funding from 8VC. The company has 25 active competitors, including 11 funded and 1 that has exited. Its top competitors include companies like Empathy, Trust and Will and Vanilla.

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

$9.5M in 1 round

Latest Funding Round

Series A, Feb 13, 2023, $*****

Investors

8VC & 4 more

Ranked

8^th among 25 active competitors

Employee Count

28 as on Mar 31, 2026

Similar Companies

Empathy & 26 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	Documents
Luminary Platforms, Inc CIN: 88-1553201 , United States, Active	Feb 12, 2023	-	-	-

Luminary has raised a total funding of $9.5M over 1 round. Its latest funding round was a Series A round on Feb 13, 2023 for $*****. 3 investors participated in its latest round. Luminary has 5 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
Feb 13, 2023	8401303	Series A	4919139	2550113	3414641	8732312

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View details of Luminary's funding rounds and investors

The founders of Luminary are David Barnard, Dave St Geme and Ian Lyons. David Barnard is the CEO of Luminary.

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

David Barnard: Founder and CEO of Luminary.
Dave St Geme: Co-Founder of Luminary.
Ian Lyons: Co-founder & Head of Engineering of Luminary.

View details of Luminary's Founder profiles and Board Members

Luminary's employee count trend

Luminary has 28 employees as of Mar 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	71/100
2nd	Trust and Will 2017, San Diego (United States), Series C	Cloud based platform offering legal will planning solutions	$75M	Revolution, Link Ventures & 25 others	69/100
3rd	Vanilla 2019, Los Angeles (United States), Series C	Providing solutions to investment advisors for estate planning	$84.3M	Insight Partners, Venrock & 12 others	65/100
4th	Wealth 2021, Tempe (United States), Series B	Online estate planning platform	$111M	Google Ventures, Anthos Capital & 12 others	65/100
5th	Tomorrow 2015, Seattle (United States), Acquired	Online will planning and life insurance comparison platform	$21.6M	Sinai Ventures, IDC Ventures & 16 others	57/100
6th	Cake 2013, Sudbury (United States), Seed	Online platform that provides end of life planning	$5.05M	Pillar VC, The Longevity Fund & 19 others	43/100
7th	EncorEstate Plans 2021, Seattle (United States), Unfunded	Estate planning software built for financial advisors	-	-	41/100
8th	Luminary 2022, New York City (United States), Series A	Developer of AI-powered software for trust and estate planning professionals	$9.5M	LeFrak, 8VC & 3 others	37/100
9th	The Postage 2019, Houston (United States), Funding Raised	Cloud-based enterprise legacy planning solution provider	-	Ben Jen Holdings, Long View Tech Ventures	36/100
10th	Trustate 2020, New York City (United States), Seed	Cloud based estate planning software provider	$1.8M	Impression Ventures, GingerBread Capital & 1 others	35/100