Luminary
PrivateLast Round
Series A
Sep 10, 2026
Total Funding Raised
$31.5M
Momentum
Top 1%
of companies Caplight tracks
Company Overview
Luminary operates in Consumer & Commerce and is based in New York City, New York. Its latest recorded funding round was a Series A round in September 2026.
Luminary is a software company that provides a data and collaboration platform using AI to digitize and streamline the trust and estate planning process for wealth advisors and legal professionals.
Sector
Consumer & Commerce
Verticals
Co-working Spaces, HR, Subscription Commerce
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Luminary Comparables
Compare Luminary with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Luminary | 93% | |
| The Coven | 84% | |
| Ellevate Network | 84% |
For institutional investors. Book with your work email.
Luminary Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Sep 10, 2026 | ||||
| Convertible Debt | Apr 4, 2024 | ||||
| Seed | Feb 14, 2023 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
Luminary Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ten Coves Capital | Series A |
| Gaingels | Seed |
| Rockefeller Asset Management | Series A, Seed, Convertible Debt |
| Fin Venture Capital | Series A, Seed |
| 8VC | Series A, Convertible Debt, Seed |
| BNY Mellon | Series A |
| Focus Financial Partners | Series A, Seed, Convertible Debt |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 11, 2026
Monthly visitors increased 58% MoM.
- Sep 10, 2026
$22M round led by Ten Coves Capital.
For institutional investors. Book with your work email.
Luminary Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about Luminary's valuation, stock price, and market status.
Is Luminary a public or private company?
Luminary is a private company.
What is the current stock price of Luminary?
Luminary is a private company, so its shares have no public market price. Caplight tracks Luminary's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Luminary worth (valuation)?
Valuation information for Luminary is not publicly available.
Can I buy Luminary stock?
Luminary shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Luminary's last funding round?
Luminary's most recent funding round was Series A on September 10, 2026.
Who are the main investors in Luminary?
Key investors in Luminary include Ten Coves Capital, Rockefeller Asset Management, 8VC, Focus Financial Partners.
Will Luminary IPO soon?
No public IPO plans have been announced for Luminary.
How can I track Luminary secondary market activity?
Caplight tracks bids, offers, and trades in Luminary's shares on secondary markets.