Blueleaf
3 known investors
Find your way into Blueleaf
188 people in our graph share verified history with the Blueleaf team — schools, employers, funds. One of them is your warm intro.
Steve Murrayunlockedknows John Prendergast · together at Boston College (overlapped)
×6knows the team · via Northwestern University - Kellogg School of Management
×4knows the team · via Jefferies
knows the team · via Houlihan Lokey Howard & Zukin
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 PrendergastinFounderJohn 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
In the news
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.