Blueleaf

Blueleaf, a leading provider of Financial Relationship Management Software, is reinventing software for the wealth management industry and delivering an unparalleled growth engine.

  • Enterprise Software
  • Insurance
    • Headquarters address
    Boston,MA,US

    Blueleaf is a leading provider for Financial Relationship Management Software. We are reinventing software for the wealth management industry to deliver an unparalleled growth engine.

    We are not your father's client reporting system.

    Blueleaf has redeveloped client reporting to become a proactive growth tool for wealth management firms. Our reporting delivers branded touches to clients automatically, creating client value on behalf of advisory firms and gathering key insights to drive firm growth with unparalleled automation.

    www.blueleaf.com
    angel.co/blueleaf

    Tech stack

    Ruby / Ruby on Rails

    Benefits

    Health and wellness

    Insurance (Health)
    Insurance (Dental)
    Insurance (Vision)