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Blueleaf
3 known investors
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Blueleaf offers a client engagement and reporting platform for financial advisors and wealth management firms, combining interactive investment reporting, automated client communication, billing, and portfolio rebalancing. It integrates with custodians, broker-dealers, and other financial institutions.
Founders & leadership
CT
Christopher Thorpe
JP
John PrendergastFounderJohn Prendergast is founder of Blueleaf, a wealth management platform that provides investment reporting, client communication, billing, and portfolio rebalancing tools for financial advisors. He previously worked as a financial advisor, restaurant owner, and investment banker, and founded five earlier startups.
Investors · 3
500 Globallisted by 500 GlobalPalo Alto · $150K
How we know: open dataset · 500 Global portfolio 2026-08 · Not right? Tell us
British International InvestmentreportedLondon
How we know: funding news · livemint.com · Not right? Tell us
Frequently asked questions
- What does Blueleaf do?
- Blueleaf offers a client engagement and reporting platform for financial advisors and wealth management firms, combining interactive investment reporting, automated client communication, billing, and portfolio rebalancing. It integrates with custodians, broker-dealers, and other financial institutions.
- Who founded Blueleaf?
- Blueleaf was founded by Christopher Thorpe, John Prendergast.
- Who are Blueleaf's investors?
- Blueleaf's investors include 500 Global, Anthemis Venture, British International Investment.