Fundz

Leafplanner reported raising $1.33 Million in an initial SEC Form D filing, from an offering of $1.33 Million

PRIVATEMar 14, 2023

Amount Raised

$1.33 Million

$1.33 Million sold, per SEC Form D (first sale Mar 2, 2023)

Round Type

Seed

Salt Lake CityProfessional Services

Quick answer

leafplanner raised $1.33 Million in a Seed round, dated March 2, 2023. leafplanner is based in Salt Lake City, Utah, United States.

How much did leafplanner raise?
leafplanner raised $1.33 Million in a Seed round on March 2, 2023.
What does leafplanner do?
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.
Where is leafplanner based and how big is it?
leafplanner is based in Salt Lake City, Utah, United States. Fundz records about 10 employees.
Who are the decision-makers at leafplanner?
Fundz holds 1 contact at leafplanner. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Professional Services around the same time

Companies in the same sectors as leafplanner that raised within 45 days of this round, from Fundz verified event records.

  • Chilean Cobalt raised $1.1M (Seed) on April 12, 2023.
  • Sei raised $30M (Funding Round) on April 11, 2023.
  • Gravie raised $100M on April 11, 2023.
  • NYIAX raised $505K (Seed) on April 7, 2023.
  • It's Elation raised $100K (Seed) on April 3, 2023.
  • Valuation Research Corporation raised $462K (Seed) on April 1, 2023.

Who to call at leafplanner, and when

A new round usually means leafplanner is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day leafplanner raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at leafplanner, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at leafplanner. With Fundz connected, it knows.

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Company Information

Company

leafplanner

Location

150 SOUTH STATE STREET

Salt Lake City, Utah, United States

About

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.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment leafplanner raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Predictive Intelligence
Strategic

ML-powered predictions for leafplanner's next move

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leafplanner raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.