Luminary: Funding, Investors & Team (Sep 2026)
Luminary is a tech platform that simplifies the intricate and inefficient process of estate planning through automation. The platform enhances efficiency by streamlining complex tasks and manual processes, ultimately reducing risk and creating more opportunities for usage. The company was established in 2022 and is based in New York City.
Luminary has raised $31.5M across 4 funding rounds on record, the most recent a Series A of $22.0M announced in Sep 2026.
That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Luminary Company Profile and Key Stats
Latest funding round on record: Sep 2026.
Luminary Funding Rounds
2 of 4 rounds were announced without a disclosed amount and are excluded from the total.
Luminary raised $9.5M in an undisclosed round announced in Feb 2023.
7 months later, a Seed was announced in Sep 2023 with no disclosed amount.
7 months later, an undisclosed round was announced in Apr 2024 with no disclosed amount.
2.4 years later, a Series A of $22.0M was announced in Sep 2026.
Luminary Investors
9 investors are recorded in total; the 5 named above are those the record identifies.
Luminary Founders and Leadership Team
Contact details for the Luminary team: 2 of 2 have an email address on file, 2 have a LinkedIn profile.
Start 14-day free trial →Luminary Funding Compared to Other Financial Services Startups
Luminary's latest round of $22.0M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Luminary Funding FAQs
What does Luminary do?
Luminary is a tech platform that simplifies the intricate and inefficient process of estate planning through automation. The platform enhances efficiency by streamlining complex tasks and manual processes, ultimately reducing risk and creating more opportunities for usage. The company was established in 2022 and is based in New York City.
How much funding has Luminary raised?
Luminary has raised $31.5M across 4 rounds on record. The most recent is a Series A of $22.0M announced in Sep 2026.
When did Luminary last raise funding?
Luminary's most recent funding round on record is a Series A of $22.0M, announced in Sep 2026.
Who has invested in Luminary?
Investors on record for Luminary include 8VC, Fin Capital, BNY, Rockefeller Capital Management, Gilgamesh Ventures. FundedIQ records 9 investors in total.
Who founded Luminary?
FundedIQ lists Dave Geme (Co-Founder & CPO) at Luminary.
Who is the CEO of Luminary?
David Barnard is listed as CEO at Luminary.
Where is Luminary headquartered?
Luminary is based in New York, United States.
How many employees does Luminary have?
Luminary is in the 11-50 employee band.
When was Luminary founded?
Luminary was founded in 2022.
How does Luminary's funding compare to other Financial Services startups?
Luminary's latest round of $22.0M is above the $14M median round size for Financial Services companies on FundedIQ across 5,746 tracked companies over the last two years.
About FundedIQ's Luminary Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Luminary is left off this page rather than filled in.
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