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.
| Website | https://leafplanner.com |
| Employees | 11 (7 on RocketReach) |
| Industry | Software Development |
| Keywords | Estate Planning, Family Organization, Financial Planning, Legacy Planning, Family Communication, Wealth Management, Succession Planning, Digital Organization, Information Organization, Financial Advisor, Family Office, Long-Term Care Planning, Document Management, Retirement Planning, Tax Planning, Insurance Planning, Record Keeping, Planning Software, Investment Planning |
| Competitors | ACTIVE StarCite (now part of Cvent), Eventbrite, Splash (SplashThat.com), Meetup, Whova, Bizzabo, Airmeet, CUTC Foundation, Eventzilla, SimpleTix +44 more (view full list) |
Looking for a particular leafplanner employee's phone or email?
Ryan Hamlin is the COO and Head of Product of leafplanner.
7 people are employed at leafplanner.
leafplanner is based in Salt Lake City, Utah.