Funded Tech Companies
Luminary Platforms
Operating out of New York, Luminary Platforms raised its funding from 8VC, BNY Mellon and Fin Capital.
Company Overview
Company Name
Luminary Platforms
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
135 W 41st St, 5th Floor 133
New York, NY 10036
USA
New York, NY 10036
USA
Phone
Undisclosed
Website
Email Address
Company Background Information
Overview
Luminary is domain-specific AI for wealth transfer services. Adopted by leading wealth managers, attorneys, CPAs, and trust companies, Luminary AI transforms static estate and ownership documents into dynamic data that powers client-ready visualizations, wealth transfer scenario modeling, tax alpha tracking, and secure collaboration.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
9/10/2026
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
David Barnard
VP - Customer Service
Julia Kosinski
VP - Engineering
Ian Lyons
VP - Operations
Jemima Law
VP - Product Management
David St. Geme
Company Investors
- 8VC
- BNY Mellon
- Fin Capital
- Ten Coves Capital
- Focus Financial Partners
- Rockefeller Capital Management
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