Blueleaf

othersadvisory & brokerage services

FOUNDING YEAR: 1999
LOCATION: United States
Last Update: 17/07/2020

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About

Blueleaf provides cloud-based financial relationship management software to simplify the workflow process for financial advisors. The platform offers client reporting and advisor automation solutions combine the account aggregation, client portals, performance reporting and automation into a single client life-cycle management system.

Focus

PRODUCTS & SERVICES

Cloud based tools for financial advisors

People

FOUNDERS

Christopher Thorpe

BOARD MEMBERS AND ADVISORS

Sean Park

NUMBER OF EMPLOYEES

11-50

INVESTORS:

Alexis Ohanian

Anthemis Group

Conversion Capital

KEY EMPLOYEES:

John Prendergast (CEO)

John Prendergast

Momentum

FUNDED

YES

DATE OF LAST FUNDING

Dec 2014

SEED PRIOR FUNDING COMMENT

The company received an undisclosed amount.

LISTED

NO

Innovation Programs

BASICS

FOUNDING YEAR:

1999

LOCATION:

United States

Views:

74 VISITORS | 162 VIEWS
TOTAL EMPLOYEES
11-50

About

Blueleaf provides cloud-based financial relationship management software to simplify the workflow process for financial advisors. The platform offers client reporting and advisor automation solutions combine the account aggregation, client portals, performance reporting and automation into a single client life-cycle management system.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

Focus+
Momentum+
People+
Other+

Innovation Programs

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