Platform for families and wealth advisors to engage, educate, and prepare for a succession11-50 Employees
- B2C
- B2B
- Early StageStartup in initial stages
leafplanner Funding
$0
22 rounds
leafplanner is active in the following markets / industries: personal data, wealth management and Estate Planning. The company has secured funding across 2 rounds and is valued at $0. Their most recent funding was raised on March 1, 2023.
Funding Rounds
S
Undisclosed amountPRE
Undisclosed amount