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Blueleaf.com Information

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All-in-one wealth management platform for Advisors who love their clients and want their clients to love them back. Deliver exceptionally for your clients. Reporting - Billing - Rebalancing - Practice Management & and exceptionally engaging Client Experiences.

Website http://www.blueleaf.com
Revenue $18.4 million
Employees 20 (9 on RocketReach)
Founded 2010
Address 711 Atlantic Ave 5th Floor, Boston, Massachusetts 02111, US
Phone (877) 882-5287
Technologies
Industry Software Development, Finance General, Financial Software, Financial Reporting, Finance, Other Financial Services, Radical Simplicity
Web Rank 568051
Web Visits 68430
Keywords Wealth Management Software, Financial Advisor Technology, Client Portal Software, Advisor Crm, Portfolio Management Software, Investment Management Platform, Practice Management Software, Financial Planning Software, Wealthtech Platform, Reporting Software, Billing Software, Client Communication Tools, Financial Advisor Tools, Investment Technology, Advisor Technology Platform, Wealth Management Technology, Client Engagement Tools
Competitors Fidelity Investments, BlackRock, Personal Capital, Envestnet, Inc, Addepar, Betterment, eMoney Advisor, Riskalyze, Wealthfront, Schwab Advisor Services +39 more (view full list)
SIC SIC Code 737 Companies, SIC Code 73 Companies
NAICS NAICS Code 56 Companies, NAICS Code 561 Companies

Blueleaf.com Questions

The Blueleaf.com annual revenue was $18.4 million in 2026.

John Prendergast is the CEO, Co-Founder and Chief Product Officer of Blueleaf.com.

9 people are employed at Blueleaf.com.

Blueleaf.com is based in Boston, Massachusetts.

The NAICS codes for Blueleaf.com are [56, 561].

The SIC codes for Blueleaf.com are [737, 73].

Top Blueleaf.com Employees

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