Tech Company Financing Transactions
Luminary Platforms Funding Round
Luminary Platforms closed a $22 million Series A funding round on 9/10/2026. Investors included Ten Coves Capital, 8VC and BNY Mellon.
Transaction Overview
Company Name
Announced On
9/10/2026
Transaction Type
Venture Equity
Amount
$22,000,000
Round
Series A
Investors
Proceeds Purpose
The company intends to use the funds to continue to build on its AI capabilities and integrations, push into administration workflows, and expand its commercial team.
Company Information
Company Status
Private & Independent
Industry
Software
Mailing Address
135 W 41st St, 5th Floor 133
New York, NY 10036
USA
New York, NY 10036
USA
Phone
Undisclosed
Website
Email Address
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
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
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Where The Data Comes From
We do our best to document every notable VC transaction. VC investment data records reported here are derived from news reports and company announcements. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.
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