leafplanner
PrivateLast Round
Seed
Jan 6, 2025
Total Funding Raised
$1.92M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
leafplanner operates in FinTech and is based in Salt Lake City, Utah. Its latest recorded funding round was a Seed round in January 2025.
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, Document Management, Data Protection, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
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.
| Company | Similarity | Market Cap |
|---|---|---|
| Olomon | 82% | |
| iPaladin | 82% | |
| Luminary | 81% |
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leafplanner Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 6, 2025 | ||||
| Seed | Mar 16, 2023 |
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Key People
Founding team and executive leadership
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Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors increased 51% MoM.
- Jul 25, 2026
Monthly visitors grew 153% MoM, reaching 2.5K.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks leafplanner's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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 in leafplanner's shares on secondary markets.