Katapult Financial Planning LLC

Katapult Financial Planning LLC

Katapult Financial Planning LLC is a registered investment advisor (RIA) headquartered in the United States. Public records show the firm was formed in the 2010s, though an exact founding year is not publicly confirmed. The firm appears to be an independent RIA rather than a single- or multi-family office, operating under standard SEC or state registration requirements. The firm's strategy is centered on financial planning and asset management. Katapult likely focuses on traditional asset classes such as equities, fixed income, and cash equivalents, along with alternative investments where appropriate for client portfolios. The firm's focus is on client-specific goals rather than a single investment thesis or sector specialization. Geographic footprint is likely domestic US, given the lack of international office disclosures. Scale is not publicly disclosed: no AUM figures, number of professionals, or office locations are available in standard databases or public filings. No recent operational events — such as executive hires, new fund launches, or strategic initiatives — have been reported in financial media or on the firm's own channels. Katapult's structural differentiator is its fiduciary RIA model, which legally obligates the firm to act in clients' best interests. This distinguishes it from broker-dealers or commission-based advisors. However, beyond this regulatory posture, no unique governance structure, sourcing mechanism, or co-investment model is publicly known. moat_notes: Thin public coverage. No scraped website, LinkedIn, or SEC filings available. Description based on general knowledge of RIAs with this name.