LeafHouse Financial
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
6504 Bridge Point Pkwy Ste 450, Austin, ...Phone Number
(512) 879-1505Website
www.leafhousefinancial.comRevenue
$9.7 MillionIndustry
ZI Rank: 3
Signal Type
Dec
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May
ZI Rank
2
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3
About LeafHouse Financial
LeafHouse Financial Advisors, LLC®. an experienced, national discretionary investment manager and consultant for all types of retirement plans. LeafHouse acts in both a 3(21) and 3(38) fiduciary capacity for a multitude of private and public retirement plans that range from start-up to large institutions across the U.S. LeafHouse developed proprietary technology that is designed to prudently select, evaluate, and monitor investments that are solely in the best interests of plan participants and their beneficiaries. The firm is an independent and flexible fiduciary that aims to provide the maximum level of protection at a low cost to avoid conflicts of interest. LeafHouse integrates technology and industry knowledge to provide a layer of protection to plan sponsors. As we work to uphold the fiduciary standard, our aim is to wholly align our interests with those of our clients.Explore more
Popular SearchesLeafHouse FinancialLeafhouseLeafhouse Financial GroupLeafHouse Financial Group LLCHouse Financial GroupSIC Code 62,628NAICS Code 52,523Show moreLeafHouse Financial Org Chart
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Company Profile Activity
Activity Insights
LeafHouse Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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LeafHouse Financial financials insights
Gather financial insights about LeafHouse Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
LeafHouse Financial Tech Stack
A closer look at the technologies used by LeafHouse Financial
Most Recent Scoops
Facilities Relocation / Expansion
LeafHouse Financial is planning to move its offices in June 2023. The move will impact approximately 11 employees at their existing office located at 6504 Bridge Point Pkwy, Suite # 450, Austin, TX.
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Funding
LeafHouse Financial has received an SBA PPP loan for $150,000-350,000 from Central Pacific Bank.
Funding
LeafHouse Financial News & Media
LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio™ Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds
The new managed account brings personalization and lifetime income to the masses SCOTTSDALE, Ariz. , April 4, 2024 /PRNewswire/ -- LeafHouse, iJoin, and ARS are excited to announce a new partnership to deliver personalized advice that features the State Street GTC Retirement Income...Voya Financial to serve as recordkeeper for first 403(b) Pooled Employer Plan
WINDSOR, Conn.--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA), a leading health, wealth and investment company, announced today that it will serve as the recordkeeper for the new Secure Retirement 403(b) Pooled Employer Plan (PEP). The PEP, launched by The Platinum 401k, Inc., is the first 403(b) program to the market following the SECURE 2.0 legislation released earlier this year, permitting 403(b) plans subject to the Employee Retirement Income Security Act (ERISA) to maintain a PEP. TheTransamerica, FuturePlan by Ascensus, and Natixis Investment Managers Debut Group Plan Solution with Focus on ESG Investments
BALTIMORE, March 23, 2022 /PRNewswire/ -- Transamerica announced today that it is partnering with FuturePlan by Ascensus, Natixis Investment Managers and LeafHouse Financial Advisors, LLC to introduce an innovative group plan solution featuring the first Environmental, Social and...LeafHouse, iJoin® partner to deliver a personalized managed account solution with breakthrough pricing
The tech-fueled offering is poised to disrupt the retirement plan industry (PRWeb August 04, 2021) Read the full story at https://www.prweb.com/releases/leafhouse_ijoin_partner_to_deliver_a_personalized_managed_account_solution_with_breakthrough_pricing/prweb18110379.htm
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LeafHouse Financial Advisors, LLC®. an experienced, national discretionary investment manager and consultant for all types of retirement plans. LeafHouse acts in both a 3(21) and 3(38) fiduciary capacity for a multitude of private and public retirement plans that range from start-up to large institutions across the U.S. LeafHouse developed propriet... Read More
