leafplanner
Leafplanner: A secure digital platform for organizing, storing, and sharing estate and family office data.
Founded
2021Leafplanner: A secure digital platform for organizing, storing, and sharing estate and family office data.
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.
Companies similar to leafplanner include Yourefolio, Wealth, DigitalWill and Trustworthy.
leafplanner was founded in 2021.
leafplanner's headquarters is located in Salt Lake City, UT, US.
leafplanner's most recent funding round was for $1.3M (USD) in March 2023.
As of Mar 14, 2023, leafplanner has raised a total of $1.3M (USD).
leafplanner has 4 employees as of Feb 5, 2024.
DigitalWill
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