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Type Private
Industry Portfolio management software
Founded 2009
Headquarters Boston, MA, United States
Key people John Prendergast (Director and Chief Executive Officer), Avram Dorfman (Lead Engineer), Carolyn McRae (Marketing Manager)


Investors Conversion Capital, Alexis Ohanian and Anthemis Group
Number of employees 11-50
Related Certifications Certificate in Portfolio Management Technology Industry Overview

Blueleaf is a Wealth Management company that works on reinventing the work of wealth management by simplifying the workflows that touch clients, advisors and the enterprise. Through a unique data backbone, combined with reporting, document sharing, account aggregation, proactive client engagement technology and new CRM and Financial Planning tools we make advisor prospecting more effective, increase share of wallet with current clients and automate engagement and service with existing clients to help grow a business or reclaim an advisor's time. [2]
Bkueleaf provides All-in-One Client Portal for Advisors where clients can see all their accounts in one place that provides an easy to use, headache free client portal.


The features of the software include:

  • Proactive Portfolio Monitoring
  • Simple Billing Calculations
  • Data Management
  • Account Aggregation
  • Simplified Performance Reporting
  • Client Portal
  • Alerting and Workflow
  • Online Document Sharing


None Reported

Top 5 Recent Tweets

April 13, 2023blueleafadvisor.@Blueleaf, we take an 'email first' approach to our customer support. We use the 📞 too but email is first. Here's…

Top Recent News Headlines

  • Advizr Announces Strategic Partnership with Blueleaf Portfolio Management and Reporting Software - Two of the most intuitive and automated tools in the industry are partnering to create a very powerful solution for financial advisors. [3]



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