May 7, 2026 – New York, NY
We are thrilled to share that leafplanner was named the winner of the Customer Facing Digital Platform category at the 2026 Family Wealth Report Awards, held last Thursday in New York City. This prestigious accolade underscores our commitment to redefining how families of wealth and their advisors engage, educate, and empower each other.
In an industry often dominated by spreadsheets and data, this award recognizes our "EQ-forward" approach. We believe that digital platforms should do more than just store information—they should foster understanding, transparency, and trust between families and their advisors.
This year, leafplanner was honored to be named a finalist in three categories:
- Customer Facing Digital Platform – Winner
- Client Communications (Excl. Reporting) - 2026 Finalist
- Concierge/Specialist Service Firm - 2026 Finalist
For the fourth year running, leafplanner has been honored for its commitment to the wealth advisory ecosystem. Our history of excellence includes:
- 2026: Winner, Customer Facing Digital Platform
- 2025: Winner, Best Client Communications
- 2024: Winner, Best Client-Facing Digital Platform (B2C)
- 2023: Winner, Best Client Driven Innovation
"We are honored to be recognized for our digital platform," said Josh Kanter, CEO of leafplanner. "Our mission has always been to bridge the gap between hard data and human context. This award affirms and recognizes our focus on building a platform where families and advisors can connect the dots between their information and their values."
About the Family Wealth Report Awards
This prestigious program recognizes the leaders and innovators in North American wealth management. Winners are selected by a panel of independent, expert judges who evaluate firms on their thought leadership and impact on the client experience.
About leafplanner
leafplanner is the premier platform empowering families of wealth and their advisors to collect, organize, and make sense of everything from financial details and legal documents to personal values, relationships, and family dynamics — all through a family office lens. Our relational tools and educational resources enable effective communication, blind spot identification, life management, and the seamless succession of information and intent.
