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Blueleaf Wealth logo — Modular Wealth Management Platform for Advisors - Client Exp...

Blueleaf Wealth

Modular Wealth Management Platform for Advisors - Client Experience | Reporting | Billing | Rebalancing & More.

Founded 2010 United States Boston, United States 18 employees Seed Finance, Financial Services +2

General Information

Company Name Blueleaf Wealth
Founded Year 2010
Location United States Boston, United States +1
Employees 18
Industries Finance, Financial Services, Fintech +1
Funding Stage Seed
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About Blueleaf Wealth

Blueleaf is a **finance** and **fintech** startup founded in **2010** and headquartered in the **United States**. The company's slogan "All-in-one wealth management platform for Advisors who love their clients and want their clients to love them back," encapsulates its core mission. Blueleaf offers a comprehensive wealth management platform that encompasses reporting, billing, rebalancing, practice management, and engaging client experiences. The startup received a **Seed Round investment** on **01 December 2014** from **Anthemis Group**. As a fintech solution, Blueleaf aims to provide financial advisors with the tools they need to deliver exceptional service to their clients, ultimately enhancing client-advisor relationships. Its ability to streamline various wealth management functions into a single platform sets it apart in the industry, catering to advisors who prioritize client satisfaction.

Taxonomy: Wealth management, Financial relationship management, Client engagement, Client experience, Reporting, Billing, Rebalancing, Practice management, Data sharing, Collaboration technologies

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 1
Investor
01 Dec 2014
Non Equity Assistance •••••• 1
Investor
01 Jun 2014
Seed Round •••••• 1
Investor
01 Apr 2013
Seed Round •••••• 2
Investor Investor
23 Dec 2010

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FAQ About Blueleaf Wealth

Modular Wealth Management Platform for Advisors - Client Experience | Reporting | Billing | Rebalancing & More.
Blueleaf Wealth was founded in 2010.
Blueleaf Wealth is headquartered in Boston, United States.
Blueleaf Wealth operates in the following industries: Finance, Financial Services, Fintech, SaaS.
Blueleaf Wealth has approximately 18 employees.
Blueleaf Wealth has completed 4 funding rounds. The latest funding stage is Seed.
Top alternatives and competitors to Blueleaf Wealth include Contegy, Ahsuite, Synup, Gigflow, briq.works. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Blueleaf Wealth and Contegy are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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