Key facts
- Luminary’s last known valuation is $43.0M (Jun 2023).
- It has raised $9.5M; the latest was Early Stage VC in May 2025.
- Notable investors include Gaingels, 8VC, Fin Capital, LeFrak, Rockefeller Capital Management — 10 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 10 names
- ·Watchlist + deal alerts for Luminary
- ·The full record, as it builds
Funding rounds
No funding rounds for Luminary are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Luminary
Operator of a collaboration platform intended to streamline the complex and inefficient estate planning process. The company's software digitizes manual processes, streamlining complex tasks, and creating consistent service capabilities, enabling clients to provide estate planning strategies at scale.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Founded
- 2022
- Employees
- 25
- Website
- withluminary.com/
- Ownership
- Privately Held (backing)
Luminary doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Luminary shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Luminary in its N-PORT filings yet. We sweep new filings monthly.