71
43
Growth Score
-14 pts
Heat Score
-13 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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394547
Blueleaf is a wealth management platform that offers modular wealth softwares.
- Tim Minert: Executive Vice President of Business DevelopmentPast Role: AdvisorStream, Executive Officer U.S. Enterprise
Christopher Thorpe: Founder & CTOPast Role: Philo, CEO
About the Company
Blueleaf is a financial relationship management platform that helps its users simplify wealth management workflows. Their management 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.
