BLUELEAF
Blueleaf is a financial relationship management platform that helps its users simplify wealth management workflows. Their management platform provides live reporting access through its users’ branded portals, including balances, performance, allocation, detailed holdings information, and weekly push updates as well as data-sharing and collaboration technologies.
BLUELEAF
Industry:
Finance Financial Services FinTech SaaS
Founded:
2010-01-01
Address:
Boston, Massachusetts, United States
Country:
United States
Website Url:
http://www.blueleaf.com
Total Employee:
11+
Status:
Active
Contact:
+1 877 882 5287
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
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Current Advisors List
Current Employees Featured
Founder
Investors List
Anthemis Group
Anthemis Group investment in Seed Round - Blueleaf
DCU FinTech Innovation Center
DCU FinTech Innovation Center investment in Non Equity Assistance - Blueleaf
Conversion Capital
Conversion Capital investment in Seed Round - Blueleaf
Anthemis Group
Anthemis Group investment in Seed Round - Blueleaf
Alexis Ohanian
Alexis Ohanian investment in Seed Round - Blueleaf
Official Site Inspections
http://www.blueleaf.com Semrush global rank: 1.41 M Semrush visits lastest month: 20.04 K
- Host name: 141.193.213.10
- IP address: 141.193.213.10
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Blueleaf"
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When I first looked at Blueleaf I couldn’t understand the reasoning for the weekly update. I was classically trained on the quarterly review and statement process. Anything more was unwieldy and confusing to the client. Was I wrong. The …See details»
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Jun 7, 2011 The reason I believe in Blueleaf — and the reason we started the company — is to help people in the middle, people like our Blueleaf team, with their long-term finances. We …See details»
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Blueleaf Announces Wealth Management’s First …
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The Blueleaf Story
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Blueleaf client tutorial
© 2024 Blueleaf Wealth, Inc. ...See details»
How One Advisor Used Blueleaf to Make the Transition to Remote …
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Blueleaf delivers complete data, automatically updated across your entire system. Custodial data, held-away, offline assets, it’s all there from one source. Blueleaf is the hub of world-class …See details»
Client - Blueleaf Knowledge Base
Customizing Blueleaf with Groups; Manually closing held-away accounts; How to set up MFA for your Blueleaf login as a client; How do I download Blueleaf data to a spreadsheet? Changing …See details»
Sign up for Blueleaf
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Apply Blueleaf’s business intelligence and analytics to benchmark and improve your practice or larger firm. Account Aggregation Take the aggravation out of aggregation with automated …See details»