Luminary Platforms
NEW YORK, New York, United States · Information Technology
More than $100 billion in family and philanthropic giving capacity is created each year. But flaws in the current process impose over a billion in annual costs in order to access it. We are building the first product for wealth managers to automate the complex, and inefficient estate planning process Luminary is backed by venture capital firm 8VC. The company was founded in 2022 and is led by D
Key facts
- Headquarters
- NEW YORK, New York, United States
- Employees
- Unknown
- Industries
- Information Technology
- Status
- Private
- Website
- www.withluminary.com
- Company page
Recent activity at Luminary Platforms
Luminary Platforms funding history
| Date | Round | Amount |
|---|---|---|
| Feb 2023 | Venture | $9.5M |
Leadership
- Wesley Friedman, Director
- David Barnard, Executive Officer, Director
- Angela Kim, Product Strategy
Verified email and direct lines for Luminary Platforms’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
Employee benefit plans
Luminary Platforms files 1 employee benefit plan with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
Luminary Platforms in the news
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About Luminary Platforms: questions and answers
What does Luminary Platforms do?
More than $100 billion in family and philanthropic giving capacity is created each year. But flaws in the current process impose over a billion in annual costs in order to access it. We are building the first product for wealth managers to automate the complex, and inefficient estate planning process Luminary is backed by venture capital firm 8VC. The company was founded in 2022 and is led by D
Where is Luminary Platforms headquartered?
Luminary Platforms is headquartered in NEW YORK, New York, United States.
Has Luminary Platforms raised funding?
Yes. Fundz has recorded 1 funding event for Luminary Platforms. The most recent, $9.5M, was in Feb 2023.
What is the latest news on Luminary Platforms?
On Feb 13, 2023, Luminary Platforms
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy