Latest round

Seed

Last raised

Apr 2013

Total raised

Undisclosed

Investors

2

About Blueleaf

Founded in 2009 in Cambridge, US, Blueleaf specializes in wealth management software solutions. The company was co-founded by John Prendergast, who has a history of entrepreneurial ventures in the tech space. Blueleaf has pursued strategic pivots to refine its focus on client engagement technologies.Blueleaf offers a full suite of wealth management software designed to optimize client engagement and financial operations.Blueleaf utilizes a subscription-based revenue model, earning income from partnerships with financial institutions and advisory firms. Clients subscribe to access services such as performance reporting, client engagement tools, and billing solutions, with tiered pricing to accommodate various firm needs.Blueleaf is focused on expanding its product offerings and exploring new markets. The company aims to launch new features aimed at enhancing client advisory experiences by early 2014. Additionally, it plans to penetrate the Canadian market more aggressively within the next year.

Who invested in Blueleaf

2 investors across 2 rounds

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Funding rounds

  1. Seed

    Apr 1, 2013

    Amount

    Undisclosed

    Investors

    Locked

  2. Seed

    Dec 21, 2010

    Amount

    Undisclosed

    Investors

    Locked

Questions about Blueleaf

Who invested in Blueleaf?

Blueleaf has 2 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Blueleaf raised?

Blueleaf has raised 2 venture rounds. Sign up free to see how much each round raised and the total.

When did Blueleaf last raise money?

Blueleaf's most recent round on record is a Seed, in Apr 2013.

What does Blueleaf do?

Founded in 2009 in Cambridge, US, Blueleaf specializes in wealth management software solutions.

Where is Blueleaf headquartered?

Blueleaf is headquartered in Cambridge, US.

Which VCs invest in companies like Blueleaf?

Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Blueleaf's stage. Their profiles are linked below.

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