Luminary Raises $22M Series A

Luminary, an AI-native wealth transfer and administration platform, has raised $22 million in Series A funding to expand its technology for wealth managers, financial advisors, trust companies, law firms, and accounting firms.

Investors

The round was led by Ten Coves Capital, with participation from BNY, 8VC, Fin Capital, Focus Financial Partners, Rockefeller Capital Management’s FinTech Innovation Fund, and several family offices. The latest round brings Luminary’s total funding to nearly $32 million.

Luminary Use of Funds

Luminary plans to use the new capital to continue building its AI capabilities and platform integrations, expand its administration workflows, and grow its commercial team to meet increasing demand across the wealth ecosystem.

About Luminary

Founded by David Barnard and Joe Lonsdale, Luminary provides domain-specific AI for wealth transfer services. It helps advisors turn complex estate and ownership information into structured data that can power tax modeling, scenario analysis, visualizations, reporting, and ongoing administration for high-net-worth families. Luminary supports clients representing more than $500 billion in assets.

Funding Details

Company Website: https://withluminary.com

Company: Luminary
Raised: $22M
Round: Series A
Funding Date: September 2026
Lead Investor: Ten Coves Capital
Additional Investors: BNY, 8VC, Fin Capital, Focus Financial Partners, Rockefeller Capital Management's FinTech Innovation Fund
Company Website: https://withluminary.com
Software Category: Fintech
Source: https://www.morningstar.com/news/pr-newswire/20260910ny44355/luminary-raises-22-million-to-power-the-data-infrastructure-behind-wealth-transfer