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leafplanner

Salt Lake City, US · Founded 2021 · Delaware corporation

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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.

JSJoshua S Kanter
Joshua S KanterFounderJoshua 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.
RL
Robin LetchingerNamed on SEC filing

Board

BF
BRAD FISHERBoard director
TR
Trell RohovitBoard director
JR
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 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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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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.