# Blueleaf

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/blueleaf

- Industry: Software
- Headquarters: Cambridge, US
- Website: www.blueleaf.com
- Latest round: Seed (Apr 1, 2013)
- Investors on record: 2

## About

Blueleaf is a wealth management software provider that enhances client engagement and streamlines operations for financial advisors, offering tools for reporting, billing, and rebalancing to improve service delivery and efficiency.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. The most recent investment was a VC Seed funding round from Conversion Capital on April 1, 2013, which supported its growth initiatives. The company has completed a total of 3 deals to date.Blueleaf offers a full suite of wealth management software designed to optimize client engagement and financial operations. Key offerings include an intuitive reporting system that delivers customizable reports through mobile and web platforms, a flexible billing platform that automates invoice delivery, and an advanced rebalancing tool built on a leading market engine, all tailored for financial advisors and wealth management firms across the US and Canada.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. This model enhances client interactions and operational efficiency.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. The funds from the April 2013 VC Seed round are expected to be allocated towards product development and market expansion initiatives.

## Funding rounds

- Seed, Apr 1, 2013 — Conversion Capital
- Seed, Dec 21, 2010 — Anthemis

## Investors

- Anthemis (https://capitalatlas.ai/funds/anthemis) — Seed
- Conversion Capital (https://capitalatlas.ai/funds/conversion-capital) — Seed