BlueLeaf
AcquiredThe Complete Wealth Management Platform
Boston, United States · Founded 2010
- Headquarters
- Boston, Massachusetts
- Employees
- 11–50
- Founded
- 2010
- Business Model
- B2B
- Website
- www.blueleaf.com
- Last Round
- Venture RoundDec 2010
- Rounds
- 1
About
Blueleaf is a complete wealth management platform for registered investment advisors (RIAs), broker-dealers, and enterprise advisory firms. The platform combines client engagement, investment reporting, automated billing, and portfolio rebalancing into a single system. Its client portal delivers proactive messaging, mobile and web reports, and document vault access — with firms reporting up to 90% monthly client engagement. Blueleaf integrates with major custodians including Charles Schwab, Fidelity, Interactive Brokers, and BNY Mellon Pershing, and automates fee billing with flexible rules across custodial and held-away assets.
Summary
BlueLeaf is a Fintech company based in Boston, United States, founded in 2010. Its most recent funding was a Venture Round round in Dec 2010. Investors include Anthemis Group and DCU FinTech Innovation Center.
Tech & App Stack
6 technologies & apps tracked
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Funding History
Dec 2010
Investors
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