# Leo Financial

Leo Financial is an Asset Manager based in Saint Louis, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Saint Louis, United States
- **Region:** North America
- **Address:** 816 Manitou Drive, Saint Louis, MO 63119, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** leoplanner.com
- **LinkedIn:** https://www.linkedin.com/company/leoplanner

## Regulatory record

- **Reports private funds:** No

## About

LeoPlanner is your financial planner and guide, even if you have no savings yet. Professionally designed. Automated. Subscription. ​Requires no financial background. AI guided by human expertise,...

## Questions

### Does Leo Financial publicly disclose its assets under management?

No. The firm does not publish an AUM figure on its website or in any available regulatory filing. Until a public disclosure is made by the firm or a verified third party, the AUM remains undisclosed.

### Who is responsible for investment decisions at Leo Financial?

The firm has not disclosed any principals, investment committee members, or portfolio managers. No names or professional backgrounds appear on the website or in associated materials.

### What investment strategies does Leo Financial pursue?

The firm has not publicly articulated any investment strategy, asset-class focus, or sector preference. Its public-facing materials lack any description of how capital is deployed.

### What is Leo Financial's co-investment posture alongside external GPs?

No stated mandate, policy, or track record regarding co-investments is available. The firm has not made public any participation in syndicated deals or fund commitments.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/leo-financial-inc

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