Blueleaf.com Information

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	+1 877-882-5287
Technologies	JavaScript , HTML , PHP +78 more (view full list)
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	Schwab Advisor Services, BlackRock, Envestnet, Inc, Addepar, Betterment, eMoney Advisor, Wealthfront, Personal Capital, Advisor Technology Svcs LLC, Riskalyze +40 more (view full list)
SIC	SIC Code 73 Companies, SIC Code 737 Companies
NAICS	NAICS Code 561 Companies, NAICS Code 56 Companies

Blueleaf.com Questions

What is the annual revenue of Blueleaf.com?

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

Who is the CEO, Co-Founder and Chief Product Officer of Blueleaf.com?

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

How many people are employed at Blueleaf.com?

9 people are employed at Blueleaf.com.

Where is Blueleaf.com based?

Blueleaf.com is based in Boston, Massachusetts.

What is the NAICS code for Blueleaf.com?

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

What is the SIC code for Blueleaf.com?

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

Top Blueleaf.com Employees

John Prendergast

CEO, Co-Founder and Chief Product Officer at Blueleaf.com

Sudbury, MA, US
2
- gmail.com
- blueleaf.com
5+
- +1 260-403-XXXX
- +1 617-327-XXXX
- +1 617-721-XXXX
- +1 978-405-XXXX
- +1 877-882-XXXX
- +1 617-386-XXXX
Justin Shepard

Director Customer Success and Support at Blueleaf.com

Norwell, MA, US
3
- yahoo.com
- blueleaf.com
- gmail.com
5+
- +1 603-490-XXXX
- +1 781-254-XXXX
- +1 978-352-XXXX
- +1 781-376-XXXX
- +1 781-376-XXXX
- +1 978-857-XXXX
Jason Williams

Product Manager at Blueleaf.com

York, GB
2
- yahoo.com
- blueleaf.com
1
- +1 508-248-XXXX
James Paterni

Site Reliability Engineer at Blueleaf.com

Shepherd, MI, US
3
- blueleaf.com
- gmail.com
- blueleaflending.com
3
- +1 415-624-XXXX
- +1 517-402-XXXX
- +1 517-420-XXXX
Erin Jamari

Customer Support at Blueleaf.com

Indianapolis, IN, US
2
- +1 574-583-XXXX
- +1 574-870-XXXX
James Wilson

Customer Success Manager at Blueleaf.com

Roseville, CA, US
2
- blueleaf.com
- blueleaflending.com
2
- +1 502-938-XXXX
- +1 812-340-XXXX
Connor Prendergast

Podcast and Blog Editor at Blueleaf.com

Brookline, MA, US
2
- starbucks.com
- blueleaf.com