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Blueleaf overview

Industry
Hospital & Health Care
Revenue
Headquarters
Employees
30
Founded in
Website
Organization type
Private
Social media
Blueleaf is a financial relationship management platform that helps its users simplify wealth management workflows. It leverages client information to help financial advisors build profitable relationships. It allows its users' clients to track and understand all their assets in one place. The platform provides live reporting access through its users' branded portals, including balances, performance, allocation, detailed holdings information, and weekly push updates as well as data-sharing and collaboration technologies. Blueleaf was launched in 2010 and is based in Boston, Massachusetts.
Blueleaf is a small health care company based in Massachusetts with only 30 employees and an annual revenue of $1.3M.

Blueleaf's mission statement

We added more global partnerships to enhance our ability to offer human development solutions across various functions and practices.Today we are a leading solution provider of the country and part of the 3 global networks: IBM, TACK international and TMI global at blue leaf, we partner with our clients to offer leadership and organizational development solutions and we leverage technology for creating sustainable impact on business performance.

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The team at Blueleaf

  • The founders of Blueleaf are John Prendergast, Christopher Thorpe, Sean Park, Jason Henrichs and Adrian Lomas.
  • The key people at Blueleaf are John Prendergast, Christopher Thorpe and Sean Park.
Key people
John Prendergast
Christopher Thorpe
Sean Park
Jason Henrichs
Adrian Lomas

Blueleaf rankings

Blueleaf is ranked #2 on the Best companies to work for in Charlton, MA list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Blueleaf financial performance

7.7
Performance score

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Blueleaf FAQs

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Zippia gives an in-depth look into the details of Blueleaf, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Blueleaf. The employee data is based on information from people who have self-reported their past or current employments at Blueleaf. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Blueleaf. The data presented on this page does not represent the view of Blueleaf and its employees or that of Zippia.

Blueleaf may also be known as or be related to Blueleaf and Blueleaf Inc.