A technology company that creates investment solutions for the banking, insurance, and retirement plan industries.
LeafHouse specializes in creating investment solutions including fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automated rollovers, and enterprise technology solutions.
The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with plan sponsors, advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to make people’s financial lives better by providing strong client service, modernizing technologies, increasing communication, and improving data insights.
Company Details
- Employees
- 29
- Founded
- -
- Address
- 6504 Bridge Point Pkwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.leafhouse.com
- Keywords
- Retirement Plan Fiduciary Services, Financial Advisory Practice Management, Investment Management, Financial Planning, Consulting, Enterprise Technology.
- HQ
- Austin, Texas
Leafhouse® Questions
Leafhouse®'s website is http://www.leafhouse.com
Leafhouse®'s LinkedIn profile is https://www.linkedin.com/company/leafhouse
Leafhouse® has
29 employees.
View email and phone details for 29
employees at Leafhouse®.
Leafhouse®'s industry is
Financial Services
Leafhouse®'s top competitors are
Ijoin,
Vestwell,
Human Interest,
Oxbow Advisors,
Empower,
Investgrade™,
Ipx Retirement,
Venturi Private Wealth,
Penchecks Trust,
Voya Financial.
Leafhouse®'s categories are Financial Services
Leafhouse®'s founding year is 2009
