leafplanner
Curated by SignalFinancial planning solutions enhancing family communication and wealth management.
Overview
Leafplanner is a fintech company that offers a range of tools designed for financial planners and advisors to assist in client management and investment strategies. The platform includes wealth advisory services and a Family Owner's Manual, which is intended to support communication and decision-making among families concerning wealth and estate planning. Leafplanner incorporates predictive analytics, robo-advisory platforms, and customizable financial planning software to address various aspects of financial management. The company also provides secure client portals and compliance management systems to maintain privacy and meet regulatory requirements. Leafplanner targets financial professionals and families with the goal of streamlining processes and enhancing transparency in wealth management.
Key facts
- Founded
- 2021
- Headquarters
- Salt Lake City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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Open roles
1 roleGrowth Specialist
Salt Lake City Metropolitan Area · On-site · Full-time
