Series A · Fintech
Luminary raises $22M Series A for estate-planning platform
The platform supports scenario analysis, tax modeling and secure collaboration among clients and their advisers.
From estate records to planning scenarios
Advisors can organize information from trusts, wills, tax returns and ownership records, then model how gifting, trusts and other strategies may affect beneficiaries. Luminary also creates client reporting and visualizations to explain asset transfers, helping wealth managers, law firms and tax professionals make estate planning a repeatable service; the company is expanding into administration workflows.
Use of funds
Advance AI capabilities and integrations
Enter estate-administration workflows
Expand commercial team
Funding history
Series A · This round$22M