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Luminary

New York, NY

More than $100 billion in family and philanthropic giving capacity is created each year. But flaws in the current process impose over a billion in annual costs in order to access it. We are building the first product for wealth managers to automate the complex, and inefficient estate planning process Luminary is backed by venture capital firm 8VC. The company was founded in 2022 and is led by David Barnard (CEO), former Head of Private Wealth at AllianceBernstein, and Joe Lonsdale (Chair), managing partner at 8VC and co-founder of Addepar and Palantir, among other companies.

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Company Details

Founded

2022

Employees

Between 20 - 100 employees

Raised

$9,500,000

Headquarters Location

New York, NY

Public

No

Acquired

No

CEO

Rishi MalhotraRishi Malhotra

Founders

David Barnard
David Barnard
David St. Geme
David St. Geme
Ian Lyons
Ian Lyons
Peter Amaro
Peter Amaro

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