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leafplanner

leafplanner has 1 open role. Last round: Jan 13, 2025.

Open roles

  • leafplanner logo
    Client Success Manager

    leafplanner

    • Salt Lake City, UT
    • Remote · Senior
    LinkedIn
    Posted 52d ago

About

leafplanner logo

leafplanner

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 influence your family’s desired impact, both financial and non-financial. Whatever your goals may be, taking a proactive approach presently and in the future is imperative to allow you to focus on what matters most.

HQSalt Lake City, US
Size12 employees
IndustrySoftware Development
Unlock human wisdom
ThesisTermsPrivacy
Funding
  • Funding round · Jan 13, 2025
Tech stackhubspot, trello, stripe, salesforce, broadly, asana, jira

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