leafplanner offers a cloud‑based platform that centralizes a family’s financial, legal, and personal data—such as assets, contacts, digital holdings, and philanthropic plans—into a secure, permission‑controlled repository. Guided workflows and concierge onboarding help high‑net‑worth families and their advisors identify planning gaps, recommend tax, legal, and charitable strategies, and maintain an up‑to‑date “leafplan” through collaborative editing, audit logs, and regular reviews.
Funding
$601.5K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Families with substantial wealth often lack a centralized, secure system to capture, organize, and communicate complex financial, legal, and emotional information, leading to blind‑spots, inefficient decision‑making, and risks to legacy preservation.
Solution
leafplanner provides a cloud‑based platform that aggregates all family‑related data—financial contacts, real‑estate holdings, digital assets, philanthropic plans, and more—into a single, permission‑controlled repository. Guided workflows and concierge onboarding help families and their advisors systematically complete a “leafplan,” identifying gaps and recommending tax, legal, and philanthropic strategies. The platform supports collaborative editing, role‑based access, and audit logs, ensuring that information remains accurate, secure, and accessible to authorized members. Ongoing concierge support, annual and quarterly reviews, and optional white‑glove services keep the plan current and aligned with evolving family goals.
Target Audience
Primary customers are high‑net‑worth families and multi‑generational family offices seeking to organize wealth information and communicate legacy plans, as well as wealth‑management firms that serve these families.
Features
- Centralized dashboard for storing and indexing complex assets, liabilities, and digital holdings
- Guided plan creation with step‑by‑step questions, recommendations, and customizable completion plans
- Permission‑based access and multi‑user collaboration for families, advisors, and administrators
- Secure data handling: ISO 27001, SOC 2 Type II, TLS encryption in transit, AES‑256 at rest, MFA/2FA
- Activity audit logs tracking who accessed or modified information
- Concierge onboarding, ongoing expert consultations, and annual/quarterly plan reviews
- Exportable leafplan reports and printable workbooks for offline use
- White‑glove “leafplatinum” service where experts gather data and construct the plan on behalf of the family