Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact
Login Book a demo
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
Employees 18
Industries Finance, Financial Services, Fintech +1
Funding Stage Seed
Social

BounceWatch is an independent company data service, not affiliated with Blueleaf Wealth. To contact Blueleaf Wealth, visit blueleaf.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does Blueleaf Wealth compare?

A PDF of Blueleaf Wealth and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting Blueleaf Wealth soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

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.

Business keywords: 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 Undisclosed 1
Anthemis Group
Anthemis Group
01 Dec 2014
Non Equity Assistance Undisclosed 1
DCU FinTech Innovation Center
DCU FinTech Innovation Center
01 Jun 2014
Seed Round Undisclosed 1
Conversion Capital
Conversion Capital
01 Apr 2013
Seed Round Undisclosed 2
Anthemis Group Alexis Ohanian
Anthemis Group, Alexis Ohanian
23 Dec 2010

Blueleaf Wealth Alternatives & Competitors

View All Alternatives
Blueleaf Wealth vs
Blaze Portfolio
Blaze Portfolio United States

Streamlined Trade Order Management and Rebalancing Technology for Advisors

1 employees
B2B, Enterprise Software
Blueleaf Wealth vs
BridgeFT
BridgeFT United States

Powering the next generation of WealthTech.

Venture round
30 employees
Financial Services, Fintech
Compare Blueleaf Wealth vs BridgeFT
Blueleaf Wealth vs
AllocateRite
AllocateRite United States

The most powerful digital Wealth & Asset Management platform for the modern advisor powered by AI.

10 employees
Financial Services, Fintech
View all alternatives

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 Finance, Financial Services, Fintech and SaaS. Its work centres on Wealth management, Financial relationship management, Client engagement and Client experience.
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 Blaze Portfolio, BridgeFT, AllocateRite, Elinvar, d1g1t. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Blueleaf Wealth and Blaze Portfolio 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.

Source: BounceWatch company record for Blueleaf Wealth, https://bouncewatch.com/company/blueleaf, updated 30 December 2024. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes