Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Leafplanner Logo
Leafplanner Growth Score
60
CB Rank
75996
Heat Score
21
Leafplanner is a digital document and information-sharing platform for estates and family offices.
Founded
obfuscation
PrivateVenture - Series Unknown Salt Lake City, Utah, United States1-10 leafplanner.com/
Business Development
Information Technology
Software
Wealth Management
Overview

Leafplanner
Total Funding
obfuscation
Growth Score
60
Heat Score
21

Total Funding
obfuscation
obfuscation
Venture - Series Unknown raised
obfuscation
Growth Score60
-3 pts
in past quarter
Heat Score 21
6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Leafplanner

CB Rank
75996
Leafplanner is a digital document and information-sharing platform for estates and family offices.
Founded
obfuscation
PrivateVenture - Series Unknown Salt Lake City, Utah, United States1-10 leafplanner.com/
Business Development
Information Technology
Software
Wealth Management

Funding Rounds

Venture - Series Unknown
OBF
in
obfuscation
Venture - Series Unknown
OBF
in
obfuscation

Key People

Details

Legal Name leafplanner, Inc.
Operating Status Active
Company Type For Profit
Founders  Joshua Kanter, Robert A. Bensman, Ryan Hamlin
About the Company
Leafplanner is a digital document and information-sharing platform for estates and family offices. It focuses on personal organizing, encrypted data storage, and planning to help clients educate and share information.
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Runway Speculation

Products & Services

leaf planner Platform
A digital platform for securely managing and sharing comprehensive family and estate information to support legacy planning and wealth transfer.
Family Assessments
Questionnaire-based tools to evaluate family preparedness for governance, decision-making, and legacy succession.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - Leafplanner Logo
Venture Round - Leafplanner
—
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - Leafplanner Logo
Venture Round - Leafplanner
—
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - Leafplanner Logo
Venture Round - Leafplanner
—
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - Leafplanner Logo
Venture Round - Leafplanner
—
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - Leafplanner Logo
Venture Round - Leafplanner
—
obfuscation
— Venture - Series Unknown

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - Leafplanner Logo
Venture Round - Leafplanner
—
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - Leafplanner Logo
Venture Round - Leafplanner
—
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - Leafplanner Logo
Venture Round - Leafplanner
—
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - Leafplanner Logo
Venture Round - Leafplanner
—
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - Leafplanner Logo
Venture Round - Leafplanner
—
obfuscation
— Venture - Series Unknown

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 3 Contacts 3

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

115
-52.87%
 in past month

IT Spend

$240.7KThis year, Leafplanner is projected to spend $240.7K on IT, according to Aberdeen.

Active Website Tech Count

16Leafplanner is actively using 16 technologies for its website, according to BuiltWith. These include Common Crawl, jsDelivr, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is Leafplanner's headquarters? Leafplanner is located in Salt Lake City, Utah, United States.When was the last funding round for Leafplanner? Leafplanner closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are Leafplanner's competitors? Alternatives and possible competitors to Leafplanner may include Wealth.com, Trust & Will, and  Vanilla.How much funding has Leafplanner raised to date? Leafplanner has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(3e39328 1)
|