leafplanner
Salt Lake City, US · Founded 2021 · Delaware corporation
Find your way into leafplanner
48 people in our graph share verified history with the leafplanner team — schools, employers, funds. One of them is your warm intro.
Sam Blackmanunlockedknows Joshua S Kanter · together at University of Chicago (overlapped)
×3knows the team · via Emory University
×8knows the team · via University of Chicago
Leafplanner offers a way to gather and organize personal information and documents in one place, based on a customer story about consolidating knowledge that had previously lived only in one person's head and files.
Founders & leadership
leafplanner was founded in 2021 by Joshua S Kanter.
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Joshua S KanterinFounderJoshua Kanter holds a J.D. from the University of Chicago and an economics and political science degree from Emory University. He worked as an attorney at Barack Ferrazzano practicing real estate, corporate, and securities law, then moved into family office management as President of Chicago Financial, Inc., overseeing investments, trusts, and philanthropic entities; he now serves as Executive Officer and Director of Leafplanner.
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Robin LetchingerNamed on SEC filing
Board
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BRAD FISHERBoard director
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Trell RohovitBoard director
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JONATHAN RUGABoard director
Reported raises · per SEC filings
Form D private placements$1.9M disclosed across 2 rounds · 2023–2024
▶$601.5KraisedJan 2025 · 20 investors · Business ServicesRule 506(b)
▶$601.5KraisedJan 2025 · 20 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- BRAD FISHERDirector
- TRELL ROHOVITDirector
- JOSHUA S KANTERExecutive Officer, Director
- JONATHAN RUGADirector
- Offering amount
- $601.5K
- Amount sold
- $601.5K
- First sale
- Dec 2024
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$1.3MraisedMar 2023 · 18 investors · Business ServicesRule 506(b)
▶$1.3MraisedMar 2023 · 18 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Robin LetchingerDirector
- Joshua S KanterExecutive Officer, Director
- Trell RohovitDirector
- Offering amount
- $1.3M
- Amount sold
- $1.3M
- First sale
- Mar 2023
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 3
by search overlapVanguard6 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
SmartAsset6 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Interactive Strength Acquires Ergatta6 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
Companies competing with leafplanner for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does leafplanner do?
- Leafplanner offers a way to gather and organize personal information and documents in one place, based on a customer story about consolidating knowledge that had previously lived only in one person's head and files.
- Who founded leafplanner?
- leafplanner was founded by Joshua S Kanter in 2021.
- How much funding has leafplanner raised?
- leafplanner has disclosed $1.9M raised across 2 rounds.
- Where is leafplanner headquartered?
- leafplanner is headquartered in Salt Lake City, US.