The complex world of wealth transfer just got a significant tech boost. Luminary, a startup applying domain-specific AI to estate and ownership document intelligence, has secured $22.0M in Series A funding to further its platform that transforms static financial documents into dynamic data. This enables client-ready visualizations, wealth transfer scenario modeling, and tax alpha tracking for wealth managers, attorneys, and trust companies.
The round saw participation from a notable group of investors, including Ten Coves Capital, BNY, 8VC, Fin Capital, Focus Financial Partners, and Rockefeller Capital Management鈥檚 FinTech Innovation Fund. Luminary's technology helps advisors to high-net-worth clients scale their insights and advice, making wealth transfer an ongoing client deliverable.














