leafplanner

About leafplanner

Leafplanner is a secure platform for organizing and sharing estate planning documents and financial information. It provides a centralized hub for families and their advisors to collaborate on estate management and wealth transfer.

Leafplanner is a secure platform for organizing and sharing estate planning documents and financial information. It provides a centralized hub for families and their advisors to collaborate on estate management and wealth transfer.

What does leafplanner do?

Leafplanner is a secure platform for organizing and sharing estate planning documents and financial information. It provides a centralized hub for families and their advisors to collaborate on estate management and wealth transfer.

How much funding has leafplanner raised?

leafplanner has raised 1300000.

Funding
1300000
Employees
10 employees

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leafplanner

⚠️ AI-generated overview based on web search data – may contain errors, please verify information yourself! You can claim this account with your email domain to make edits.

Executive Summary

Leafplanner is a secure platform for organizing and sharing estate planning documents and financial information. It provides a centralized hub for families and their advisors to collaborate on estate management and wealth transfer.

leafplanner.com1K+
cb
Crunchbase

Funding

$

Estimated Funding

$1M+

Team (10+)

No team information available.

Company Description

Leafplanner is a secure platform for organizing and sharing estate planning documents and financial information. It provides a centralized hub for families and their advisors to collaborate on estate management and wealth transfer.

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