leafplanner
PrivateLast Round
Seed
Jan 6, 2025
Total Funding Raised
$1.92M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
leafplanner is a financial software company that provides a digital platform for high-net-worth families and family offices to organize, centralize, and manage wealth, legal, and legacy information.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
leafplanner Comparables
Compare leafplanner with similar companies based on industry and business-model similarity.
leafplanner Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 6, 2025 | ||||
| Seed | Mar 16, 2023 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 25, 2026
Monthly visitors grew 153% MoM, reaching 2.5K.
- Mar 23, 2025
Monthly visitors grew 168% MoM, reaching 2.5K.
leafplanner Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about leafplanner's valuation, stock price, and market status.
Is leafplanner a public or private company?
leafplanner is a private company.
What is the current stock price of leafplanner?
leafplanner is a private company with no public stock price. No recent secondary market data is available.
How much is leafplanner worth (valuation)?
Valuation information for leafplanner is not publicly available.
Can I buy leafplanner stock?
leafplanner shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was leafplanner's last funding round?
leafplanner's most recent funding round was Seed on January 6, 2025.
Who are the main investors in leafplanner?
Investor information for leafplanner is not publicly disclosed.
Will leafplanner IPO soon?
No public IPO plans have been announced for leafplanner.
How can I track leafplanner secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor leafplanner's secondary market activity and sign up for updates.