Platform for families and wealth advisors to engage, educate, and prepare for a succession11-50 Employees

B2C
B2B
Early Stage
Startup in initial stages

leafplanner careers

Platform for families and wealth advisors to engage, educate, and prepare for a succession

At the forefront of family office technology, family enterprise management, and WealthTech, leafplanner stands as a beacon of innovation and excellence. We empower affluent families and their advisory firms with essential knowledge, engagement, and preparedness tools, driving a transformative impact on families across generations. Our award-winning platform, born from over thirty years of wealth advisory and risk management expertise, offers a holistic approach to managing family and family enterprise information. This unique perspective enables efficient workflow management, blind spot identification, and streamlined succession management, ensuring a lasting legacy and peace of mind for our clients.

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