Buyer Fit
Target firm types
- Wealth Management Firms
- Family offices
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Legacy and estate information platform organizing ultra-high-net-worth families' wealth and succession details.
Description
leafplanner provides a platform that organizes an ultra-high-net-worth family's complete financial, estate, and legacy information, helping families and advisors manage succession from a family-office perspective.
APIs and Security
Security checks
None
Public APIs
No
API authentication
None
Data refreshed live via API
No
Developer portal exists
No
Developer sandbox URL
No
