Luminary raises $22M to turn estate-planning PDFs into wealth-transfer infrastructure
Ten Coves led the round, with BNY joining 8VC and wealth-industry investors as David Barnard pushes into trust administration.
By RuntimeWire Staff · Published
Primary source: PR Newswire
Why it matters
Barnard is betting that the durable software business in estate planning lies in maintaining structured family data after documents are signed. Success would give Luminary a recurring role in advisory and trust workflows, where accuracy and institutional distribution matter more than a polished AI summary.
David Barnard raised $22 million for Luminary on September 10th, giving the former private-wealth executive fresh capital to turn estate plans, tax records and ownership documents into data that financial advisers can use after the lawyers finish drafting them.…
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