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Blueleaf

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Serving customers since
2010
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HQ Location:
Boston, US

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@blueleafadvisor

What is Blueleaf?

Blueleaf is a financial technology company that provides wealth management software designed to streamline and enhance the services of financial advisors and firms. The platform offers tools for client communication, portfolio reporting, and performance tracking, facilitating real-time insight into clients' financial situations. With its user-friendly interface, Blueleaf aims to improve transparency and strengthen the advisor-client relationship by offering a comprehensive view of accounts and investments.

Details

Year Founded
2010