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Luminary raises $22 million in Series A funding led by Ten Coves Capital to enhance its AI-native wealth transfer platform.

PRIVATESep 10, 2026•about 3 hours ago

Amount Raised

$22 Million

Round Type

Series A

New YorkSoftwareReal EstateArtificial IntelligenceLegalLegal Tech

Investors

Rockefeller Capital Management's Fin Tech Innovation FundFocus Financial PartnersFin Capital8 VcBnyTen Coves Capital

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.

Company Information

Company

Luminary

Location

New York, New York, United States

About

Luminary is an award-winning estate planning technology platform that focuses on transforming complex legal documents into dynamic client-ready diagrams. The company utilizes human-in-the-loop AI assistance to digitize information and integrate it with applications for visualization and scenario modeling. Luminary aims to help estate planners and advisors deliver faster, more accurate, and scalable services. The latest AI-powered feature enhances workflow efficiency for estate planning professionals.

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Funding Insights

Based on industry data
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months
Monthly burn rate benchmark
47% of Series A startups spend $400k or more per month on operations
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

Luminary 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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