Blueleaf, Inc. is a financial technology company that offers a comprehensive SaaS platform designed for Registered Investment Advisors (RIAs) and wealth management firms. The platform simplifies wealth management by providing automated data aggregation from thousands of sources, powerful client reporting tools, a secure client portal, and streamlined billing and rebalancing capabilities. Blueleaf's mission is to enhance advisor efficiency and improve the client experience by making complex financial data simple, accessible, and actionable.

Founded in

United States