Blueleaf Wealth is a Massachusetts-based company that offers services including reporting, billing, trading, rebalancing, financial data processing for wealth managers.
Business Model: SAAS
Revenue: $13.2M
Employees: 51-200
Address: 745 Atlantic Ave 8th
City: Boston
State: MA
Zip: 02111
Country: US
Blueleaf Wealth is a Massachusetts-based company that offers services including reporting, billing, trading, rebalancing, financial data processing for wealth managers.
Contact Phone:
+18778825287
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 12/2010 | Seed Round | 2 | - |
Alexis Ohanian Anthemis Group Alexis Ohanian Anthemis Group |
12/2014 | Seed Round | 1 | - |
Anthemis Group Anthemis Group |
4/2013 | Seed Round | 1 | - |
Conversion Capital Conversion Capital |
6/2014 | Non Equity Assistance | 1 | - |
DCU FinTech Innovation Center DCU FinTech Innovation Center |
12/2014 | Seed Round | 1 | - |
Anthemis Group Anthemis Group |
6/2014 | Non Equity Assistance | 1 | - |
DCU FinTech Innovation Center DCU FinTech Innovation Center |
4/2013 | Seed Round | 1 | - |
Conversion Capital Conversion Capital |
12/2010 | Seed Round | 2 | - |
Alexis Ohanian Anthemis Group Alexis Ohanian Anthemis Group |
---|
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