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
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about leafplanner's valuation, stock price, and market status.