Blueleaf.com
www.blueleaf.comModular Wealth Software for a Mobile/Remote World. Interactive and Traditional Reporting, Trading and Rebalancing, Billing, Practice Management, Data Aggregation, Integrations, and support for you and your clients. Our vision is that your wealth management business should be simple enough to run from your mobile phone or anywhere you want. Come talk to us about how to simplify your practice.
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Modular Wealth Software for a Mobile/Remote World. Interactive and Traditional Reporting, Trading and Rebalancing, Billing, Practice Management, Data Aggregation, Integrations, and support for you and your clients. Our vision is that your wealth management business should be simple enough to run from your mobile phone or anywhere you want. Come talk to us about how to simplify your practice.
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Country
State
Massachusetts
City (Headquarters)
Boston
Industry
Employees
11-50
Founded
2010
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Vice President of Product Management
Email ****** @****.comPhone (***) ****-****Executive Vice President Blueleaf - Executive Consultant Advisor Virtual Pro - Formslogic
Email ****** @****.comPhone (***) ****-****Board Member
Email ****** @****.comPhone (***) ****-****Director Customer Success and Support
Email ****** @****.comPhone (***) ****-****
Technologies
(6)
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