leafplanner is honored to be named a finalist at the 2025 Wealth Management Industry Awards “Wealthies”: Client Initiative, within the Family Offices segment.
Now in its 11th year, WealthManagement.com celebrates the organizations and individuals driving innovation, excellence, and measurable impact in support of financial advisor success. Hosted by WealthManagement.com, the program recognizes industry leaders whose solutions meaningfully improve how advisors serve their clients, particularly within high-net-worth and ultra-high-net-worth circles.
As a finalist, leafplanner joins a select group of firms reshaping the way families of wealth and their advisors collaborate. These honors reflect our continued commitment to helping multigenerational families and family offices navigate complexity, improve continuity, and deepen engagement through both technology and service.
Being recognized in the Client Initiative and Family-Facing Platform categories is a testament to our core belief: that clear, structured communication, anchored by the right tools, can transform how families preserve and transfer wealth, said Josh Kanter, Founder and CEO of leafplanner. “Our platform was built from the inside out, based on our lived experience running a single family office. This acknowledgment from WealthManagement.com affirms that our approach is resonating with the families and advisors who need it most.”
leafplanner’s finalist recognition highlights two of its core differentiators:
- Client Initiative: Celebrating initiatives that directly improve the client experience, leafplanner enables families and advisors to build a customized, exportable digital blueprint of the family enterprise, streamlining everything from trust structures and entity maps to communication preferences and stakeholder access.
This year’s Awards ceremony will take place on September 4, 2025, at Cipriani 42nd Street in New York City, bringing together top innovators across the wealth management industry.
To learn more about how leafplanner helps families organize complexity, surface blind spots, and build lasting legacies, Request a Demo today.
About leafplanner
leafplanner is the premier platform built for families of wealth and their advisors to collect, organize, and make sense of everything from financial structures and legal documents to values, roles, and communication preferences. Combining technology and white-glove service, leafplanner empowers families to reduce friction, identify risks, and plan across generations, through a true family office lens.
