leafplanner Information
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leafplanner
Summary
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 influen...Show more
Industries
Computer Software
Headquarters Location
Employees Size
1-10 employees
Specialties
Wealth Advisory, Legacy Planning, Wealth Management, Family Communication & Education, Estate Planning
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at leafplanner shows a diverse range of experience levels:
50% for 1–2 years50% for 3–4 yearsEx-employees positions
In Company
In New Company
Contact top employees from
leafplanner
Saoirse Reid
Contract Software Engineer
Joshua Kanter
Founder
Steve Martino
Strategic Advisor
Sunny Hager
Senior Software Engineer
Matt Bennetter
Associate Director, Partnerships
Nicole Savino
Director of Concierge Services
Ryan Hamlin
COO & Head of Product
