leafplanner

SALT LAKE CITY, UT · Professional Services · 10 employees

leafplanner enables your family to get and stay organized, educate family members and advisors, and discover planning gaps that could influence your family’s desired impact, both financial and non-financial. Whatever your goals may be, taking a proactive approach presently and in the future is imperative to allow you to focus on what matters most.

See plans & pricing → Track leafplanner’s funding, hiring, and signals — with verified contacts — on Fundz.