Luminary Platforms Raises $22 Million for Wealth Transfer Platform

September 10, 2026
Luminary Platforms raised $22 million in Series A funding to expand its AI capabilities, integrations and estate administration tools.

Luminary Platforms announced in a press release that it raised $22 million in Series A funding led by Ten Coves Capital. BNY, 8VC, Fin Capital, Focus Financial Partners, Rockefeller Capital Management's FinTech Innovation Fund and family offices also participated, bringing total funding to nearly $32 million.

Luminary's platform converts estate and ownership documents into structured, source verified data for financial advisers, trust companies, law firms and accounting firms. Customers use the platform to support more than $500 billion in client assets.

The company will use the funding to expand its AI capabilities, integrations, administration workflows and commercial operations. Its products include Luminary Insights, Estate 360, reporting templates, a deterministic tax engine and an estate waterfall for visualizing legacy planning scenarios.

We hope you enjoyed this article.

Consider subscribing to one of our newsletters like Finance AI Weekly, AI Funding Brief or Daily AI Brief.

Also, consider following us on social media:

AI in Finance AI Funding News AI Brief AI Brief (X)

More from: Finance

09/10
Rising Medical Solutions Launches Ask Leah for Claims Analysis
09/10
Macabacus launches AI presentation review tool in PowerPoint
09/09
AI Cases Drove 73 Percent of Investor Losses in Early 2026
09/09
DoubleZero Adds Kalshi Election Data to Edge Platform
09/09
FMG Suite Introduces Advisor Tool Integration Platform

More from: Funding

09/10
CATL Leads DeepCtrls Series B+ Funding Round
09/09
Harvey Raises $550 Million at $15.5 Billion Valuation
09/09
Lightfield Raises $47 Million for CRM Built for AI Agents
09/09
Envestnet to Acquire Vestmark for Trading and AI Tools
09/09
SecureSky Acquires Soveren for Data Security Tools

Subscribe to Finance AI Weekly

Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets

AI Token Webinar

Market report

2025 Generative AI in Professional Services Report

Thomson Reuters

This report by Thomson Reuters explores the integration and impact of generative AI technologies, such as ChatGPT and Microsoft Copilot, within the professional services sector. It highlights the growing adoption of GenAI tools across industries like legal, tax, accounting, and government, and discusses the challenges and opportunities these technologies present. The report also examines professionals' perceptions of GenAI and the need for strategic integration to maximize its value.

Read more

You May Also Like