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leafplanner
AddedFeb 16, 2024
UpdatedJun 18, 2026
leafplanner

leafplanner

Pre-Seed

Leafplanner: A secure digital platform for organizing, storing, and sharing estate and family office data.

HQ
Salt Lake City, UT, US
Founded
2021
Overview
Compare
Fundraising
Employees
Website

Leafplanner, founded with the mission to streamline estate and family office management, offers a secure digital platform for organizing, storing, and sharing critical data. The company focuses on personal organizing and encrypted data storage, aiming to help clients educate and share information efficiently. Leafplanner's services are designed to identify, aggregate, and communicate essential details, optimizing the impact of family offices by uncovering potential blind spots and facilitating comprehensive planning.

Notable for winning the Best Customer Facing Digital Platform at the 2024 FWR Awards, Leafplanner has made significant strides in the digital document management sector. The platform's ability to bring all of life's complicated details together in one place has garnered attention from both clients and industry experts. By enhancing communication and education among families and their advisors, Leafplanner has established itself as a vital tool for estate and family office management, significantly impacting how personal and financial information is organized and shared.

leafplanner - Similar Companies

Yourefolio logo

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DigitalWill logo

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Trustworthy logo

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Luminary logo

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The Postage logo

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Estate.Studio logo

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FamilyLeaf logo

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Way2B1 logo

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Gentreo logo

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Trust & Will logo

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leafplanner - Quick Facts

Who are leafplanner's competitors?

Companies similar to leafplanner include Yourefolio, Wealth, DigitalWill and Trustworthy.

When was leafplanner founded?

leafplanner was founded in 2021.

Where is leafplanner's headquarters located?

leafplanner's headquarters is located in Salt Lake City, UT, US.

When was leafplanner's last funding round?

leafplanner's most recent funding round was for $1.3M (USD) in March 2023.

How much has leafplanner raised to-date?

As of Mar 14, 2023, leafplanner has raised a total of $1.3M (USD).

How many employees does leafplanner have?

leafplanner has 4 employees as of Feb 5, 2024.

leafplanner - Classification

Technology
  • Data
  • Security
Geographic Exposure
  • Global
Model
  • Platform
Revenue
  • Recurring
  • Software
Customer
  • Individuals
Main Product
  • Data Management
  • Estate Planning
Tags
  • Family Offices
  • SaaS
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7372Prepackaged Software