Luminary raises $22 million in Series A funding led by Ten Coves Capital to enhance its AI-native wealth transfer platform.
Amount Raised
$22 Million
Round Type
Series A
New YorkSoftwareReal EstateArtificial IntelligenceLegalLegal TechInvestors
Description
Luminary, an AI-native wealth transfer platform, has raised $22 million in Series A funding, led by Ten Coves Capital. The funding will power the data infrastructure that enhances services for financial advisors and their clients. BNY and 8VC also participated in this round, contributing to Luminary's mission for improved wealth transfer solutions. The round brings Luminary's total funding to nearly $32 million.
Quick answer
Luminary raised $22 Million in a Series A round, dated September 10, 2026. Investors: Bny, Fin Capital, Rockefeller Capital Management's FinTech Innovation Fund, 8 VC, Focus Financial Partners and Ten Coves Capital. Luminary is based in New York, New York, United States.
- How much did Luminary raise?
- Luminary raised $22 Million in a Series A round on September 10, 2026.
- Who invested in Luminary?
- Bny, Fin Capital, Rockefeller Capital Management's FinTech Innovation Fund, 8 VC, Focus Financial Partners and Ten Coves Capital are named as investors in this round.
- What does Luminary do?
- Luminary is an award-winning estate planning technology platform that focuses on transforming complex legal documents into dynamic client-ready diagrams.
- Where is Luminary based and how big is it?
- Luminary is based in New York, New York, United States. Fundz records about 110 employees.
- Who are the decision-makers at Luminary?
- Fundz holds 2 contacts at Luminary, including the Managing Director. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Real Estate and Legal around the same time
Companies in the same sectors as Luminary that raised within 45 days of this round, from Fundz verified event records.
- mogul raised $16M (Series A) on October 13, 2026.
- SmallClaims raised $2.2M (Seed) on October 13, 2026.
- Leela raised $4.6M (Seed) on October 13, 2026.
- Falcon AI raised $1.7M (Pre-Seed) on October 6, 2026.
- Pandektes raised $15M (Series A) on October 5, 2026.
- Noxtua raised $114M (Series C) on September 23, 2026.
Who to call at Luminary, and when
A new round usually means Luminary is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Luminary raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Luminary, from your own LinkedIn network
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Funding Insights
What this usually meansLuminary raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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