Blueleaf
Financial Software · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
51 Melcher St Fl 6, Boston, Massachusett...Phone Number
(877) 882-5287Website
www.blueleaf.comRevenue
$18.5 MillionIndustry
ZI Rank: 1
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ZI Rank
2
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About Blueleaf
Blueleaf offers an all-in-one wealth management platform designed to enhance client engagement through powerful reporting, automated billing, and sophisticated rebalancing tools. Targeted towards financial advisors, the platform aims to facilitate strong client relationships by providing intuitive and customizable client experiences. With seamless integration with various custodians and financial institutions, Blueleaf streamlines operations for wealth management professionals. Clients have praised the platform's simplicity and effectiveness in delivering timely financial information.Explore more
Blueleaf Org Chart
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Blueleaf Tech Stack
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Blueleaf News & Media
FusionIQ Announces Integration with Blueleaf For Enhanced Advisor, Client Experience
FusionIQ's Digital Wealth Platform To Deliver Innovative Reporting Capabilities Through Vital Partnership WOBURN, Mass., July 13, 2023 /PRNewswire/ -- FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial...Blueleaf Unveils Wealth Management's First Aggregation-as-a-Service with Direct Client Support
The New Technology Improves Data Quality and Reliability BOSTON, June 6, 2023 /PRNewswire/ -- Blueleaf, an all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing, and rebalancing, has launched a new aggregation-as-a service system...Blueleaf Appoints Former eMoney Advisor Marketing EVP John DeVincent to Advisory Board
He joins recent appointee Charles Clark, Former SVP at eMoney Advisor BOSTON, March 28, 2023 /PRNewswire/ -- Blueleaf, an all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing, and rebalancing, has named another WealthTech leader to...Blueleaf Appoints WealthTech Leader Tim Minert EVP of Business Development
Industry Veteran's Track Record of Helping Fintechs Grow and Advisors Prosper is Major Asset to Blueleaf BOSTON, Feb. 9, 2023 /PRNewswire/ -- Blueleaf, an all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing and rebalancing, has...
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Blueleaf offers an all-in-one wealth management platform designed to enhance client engagement through powerful reporting, automated billing, and sophisticated rebalancing tools. Targeted towards financial advisors, the platform aims to facilitate strong client relationships by providing intuitive and customizable client experiences. With seamless... Read More
