Leafplanner Funding & Investors

Salt Lake City, UT

Humans aren’t as good as we think at identifying unknowns. 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.