Company

Blueleaf Wealth

Financial Services Boston, Massachusetts, United States 18 employees

Employees: 18
Contacts: 3
Emails: 3
Phones: 2

www.blueleaf.com LinkedIn

Blueleaf Wealth Overview

Headquarters: Boston, Massachusetts, United States
Website: www.blueleaf.com
Industry: Financial Services
Employees: 18
Founded: 2010
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Reporting Billing Rebalancing Practice Management Client Experience Client Engagement

About Blueleaf Wealth

Modular wealth management platform for Advisors who love their clients and want their clients to love them back. Exceptionally engaging Client Experiences with modules for Reporting | Billing | Rebalancing | Practice Management & More.

Blueleaf Wealth Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Blueleaf Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Benn Furlong		Greater Sydney Area, Australia	Email
Jason Henrichs		St Paul, Minnesota, United States	Email Phone
John Devincent	Fintech & Finserv Marketing Executive	King of Prussia, Pennsylvania, United States	View
John Prendergast	CEO Blueleaf Wealth - Tech & Services	Sudbury, Massachusetts, United States	Email Phone