Key facts
- leafplanner’s last known valuation is $13.0M (Mar 2023).
- It has raised $1.9M across 2 recorded rounds; the latest was Seed Round ($602K) in Dec 2024.
- Notable investors include Sentry Financial.
- leafplanner has filed 2 Form Ds with the SEC since 2023, most recently Jan 2025 ($602K sold to 20 investors).
- Status: Privately Held (backing).
Investors
1- ·Post-money valuations for all 2 rounds
- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for leafplanner
Funding rounds
2 roundsAbout leafplanner
Developer of a family office and wealth management platform designed to help affluent families and their advisors organize and manage multi-generational planning. The platform centralizes financial, legal, and personal information, supports collaboration between families and advisors, and helps identify planning gaps, enabling users to manage succession planning and long-term family preparedness.
- Sector
- Information Technology
- HQ
- Salt Lake City, UT, United States
- Founded
- 2021
- Employees
- 10
- Website
- leafplanner.com/
- Ownership
- Privately Held (backing)
leafplanner doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in leafplanner shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on leafplanner in its N-PORT filings yet. We sweep new filings monthly.