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Funding Round

Convertible Note - Luminary

Convertible Note - Luminary

Investment Firm

Overview

Luminary is a technology platform that automates the complex and inefficient estate planning process.

Announced Date

Apr 04, 2024

Closed on Date

Apr 04, 2024

Funding Type

Convertible Note

Highlights

Location

New York, New York, United States, North America

Social

Investor Lead

8VC

8VC

8VC is a early_stage_venture and late_stage_venture and seed firm.

Rockefeller Capital Management

Rockefeller Capital Management

Rockefeller Capital Management is a convertible_note and early_stage_venture and late_stage_venture and post_ipo and venture firm.

Focus Financial Partners

Focus Financial Partners

No designation

Participant Investors

3

Investor Name
Participant InvestorFocus Financial Partners
Participant InvestorRockefeller Capital Management
Participant Investor8VC

Round Details and Background

Luminary raised an undisclosed amount on 2024-04-04 in Convertible Note

Luminary is a technology platform that automates the complex and inefficient estate planning process.

Company Funding History

3

Announcment DateTransaction NameNumber Of InvestorsLead InvestorMoney Raised
Feb 13, 2023
Venture Round - Luminary
-9.5M
Sep 01, 2023
Seed Round - Luminary
1-undefined
Apr 04, 2024
Convertible Note - Luminary
3-undefined

Recent Activity

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