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Luminary

Luminary is a technology company that provides AI-powered estate planning software designed to transform static trust and estate documents into dynamic, organized digital records. Their platform…

www.withluminary.com

Luminary

Luminary is a technology company that provides AI-powered estate planning software designed to transform static trust and estate documents into dynamic, organized digital records. Their platform…

www.withluminary.com

HQRemote

Team Size25

Open JobsUnknown

Total Funding$10M

Latest Fundraise2 years ago

TL;DR

Product: AI-powered estate planning platform that digitizes documents, extracts structured data, provides visualizations and scenario modeling

Customers: Wealth advisors, family offices, RIAs, estate planning attorneys, CPAs, and enterprises

Security: SOC 2 Type II and AES-256 encryption; AWS storage

Funding: $9.5M raised (announced), convertible note closed Apr 4, 2024

Headcount: ~25 employees

Company Overview

Problem Domain

Trusts and estate planning—managing complex, document-heavy wealth transfer processes across advisors, attorneys, and family offices.

Founded

2022

Industry

Financial services software / LegalTech (estate planning)

Tech Stack

AI / document OCR and summarization

Visualization and scenario modeling

AWS (storage)

AES-256 encryption

Funding Track Record

Convertible note- 2024-04-04

Closing of convertible note financing led by existing investors; announced alongside $9.5M capital raise led by 8VC

Seed / early institutional

9500000.00

Announced $9.5M in capital including participation from Fin Capital, Focus Financial Partners, Rockefeller Asset Management Technology Ventures Group, and several family offices

Investor Signal

“Institutional VC and strategic investors including 8VC, Focus Financial Partners, Rockefeller Asset Management Technology Ventures Group, Fin Capital, and several family offices”

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Luminary

Luminary

TL;DR

Company Overview

Problem Domain

Founded

Industry

Tech Stack

Funding Track Record

Investor Signal

Founders

What we do

Join the Team

Startup jobs. A lot of them.

Backend Developer

Backend Developer

DevOps Engineer

Technical Writer

Data Scientist

Software Engineer