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 David Barnard (CEO), former Head of Private Wealth at AllianceBernstein, and Joe Lonsdale (Chair), managing partner at 8VC and co-founder of Addepar and Palantir, among other companies.
Location: United States
Employees: 1-10
Founded date: 2022
Investors 1
| Date | Name | Website |
| - | LeFrak | lefrak.com |
Mentions in press and media 2
| Date | Title | Description | Source |
| 04.04.2024 | Luminary Announces Closing of Convertible Note and Rudy Adol... | Luminary Platforms, Inc. has closed convertible note financing led by existing investors 8VC, Focus ... | salamancap... |
| - | Luminary | “Luminary's technology platform enables wealth advisors to deliver generational gift and philanthrop... | fastfounde... |