About BlueLeaf
BlueLeaf is a company based in Boston (United States) founded in 2010. The company has 8 employees. BlueLeaf offers products and services including Reporting, Billing, and Rebalancing. BlueLeaf operates in a competitive market with competitors including Zafin, Pegasystems, Talisma, PureFacts and Zipari, among others.
- Headquarter Boston, United States
- Employees 8
- SectorsFinancial ServicesTechnology
- Website category Finance · Investing
- Website blueleaf.com
- Social LinkedIn X Facebook
- Legal Name Blueleaf
- InvestorsAnthemis Group
& 1 more
- Employee Count8
Products & Services of BlueLeaf
BlueLeaf offers a comprehensive portfolio of products and services, including Reporting, Billing, and Rebalancing.
Tools for intuitive reporting and client alerts.
System for flexible wealth management invoicing.
Tool for simplifying investment rebalancing operations.
Funding Insights of BlueLeaf
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of BlueLeaf with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2013 | – | Seed | – | – | |
| Dec 2010 | – | Seed | – | – |
2 investors in total: 2 institutional.
Investors in BlueLeaf
BlueLeaf has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Anthemis Group and Conversion Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital firm focused on tech companies | – | conversioncapital.com | New York, United States | |
Early and growth-stage startups are funded by Anthemis Group. | 2008 | anthemis.com | London, United Kingdom |
Investor details for BlueLeaf
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of BlueLeaf
7 people are tracked at BlueLeaf (4 in leadership, 3 in team); the tracked headcount is 8.
| Name | Role | Group |
|---|---|---|
Rebecca MacKenzie | VP, Product Management | Leadership |
Billy Catherall | VP, Engineering | Leadership |
Tony Wesley | CFO | Leadership |
John Prendergast | Founder & CEO | Leadership |
Tim Minert | EVP, Business Development | Team |
Jason Williams | Product Manager | Team |
Kevin D. Flynn | Content Development | Team |
Complete people profiles for BlueLeaf
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of BlueLeaf
3 dated milestones of BlueLeaf across 3 years, from founding to its latest funding, stage changes and deals.
- Founded BlueLeaf is founded.
- Funding First funding round.
- Funding Latest funding round, Seed,.
Competitors of BlueLeaf
BlueLeaf operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Zafin, Pegasystems, Talisma, PureFacts and Zipari, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| zafin.com | 2002 | Toronto, Canada | $47.2M | – | Software solutions for relationship banking in financial services are delivered. | |
| pega.com | 1983 | Cambridge, United States | – | 5,406 | Wealth management solutions via AI decisioning and automation are provided. | |
| talisma.com | 1999 | Bengaluru, India | $66.39M | – | Customer relationship management software is provided for omnichannel engagement. | |
| purefacts.com | 2010 | Toronto, Canada | $61.02M | – | CRM solutions for wealth managers | |
| zipari.com | 2014 | Brooklyn, United States | $44.83M | – | Provider of cloud-based customer experience management platform for payers | |
| glia.com | 2012 | New York, United States | $150.6M | 130 | Cloud-based omnichannel platform is provided for financial customer service. | |
| totalexpert.com | 2012 | Eden Prairie, United States | $79.4M | 266 | Customer engagement platforms for financial institutions are provided. | |
| himarley.com | 2015 | Boston, United States | $41.75M | 88 | AI and cloud-based platform for insurance conversations is provided. | |
| sureify.com | 2012 | San Jose, United States | $17.25M | 189 | Platform offering CRM software to the insurance industry |
Detailed competitors of BlueLeaf
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of BlueLeaf
The website of BlueLeaf (blueleaf.com) receives about 25.8K visits a month and ranks #794,956 among all websites worldwide, #7,558 in Investing.
- Monthly visits25.8K
▼ 11.3% vs previous month
- Unique visitors7.5K
per month
- Global rank#794,956
among all websites
- Category rank#7,558
Finance · Investing
- Bounce rate27%
- Pages per visit3.7
- Average visit2 min 54 sec
- DevicesDesktop 66% · Mobile 34%
Websites whose visitors overlap most with BlueLeaf. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
financialadvisoriq.com | financialadvisoriq.com | 100% | – | #1,200,038 | – |
riabiz.com | riabiz.com | 98% | – | #726,836 | – |
| wiseradvisor.com | 96% | 41.4K | #1,109,772 | View details | |
elacarte.com | elacarte.com | 70% | – | – | – |
| modestspark.com | 66% | 12.3K | #1,669,244 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for BlueLeaf
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Blueleaf
Complete news archive for BlueLeaf
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to BlueLeaf
10 companies that operate in the same segment as BlueLeaf (Insurance Technology & Support Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Insurance products for vehicles, health, travel, and life are offered. | 2016 | Bengaluru, Karnataka, India | USD 655.23 M | USD 216.04 M | 461 | |
Auto insurance is delivered via app to individual drivers. | 2017 | London, England, United Kingdom | USD 206.3 M | – | – | |
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | – | USD 1.48 B | 226 | |
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | – | – | |
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | – | – | |
Satellite-based imaging solutions are provided using synthetic aperture radar. | 2016 | Palo Alto, California, United States | USD 233.99 M | – | 191 | |
API-enabled insurance distribution platform is provided for B2C companies. | 2011 | Noida, Uttar Pradesh, India | USD 120.6 M | – | – | |
AI and microsatellite-based imaging solutions are developed for data monitoring. | 2014 | Espoo, Finland | USD 1.16 B | – | – | |
Software suite for insurance distribution and management is provided. | 2014 | New York, New York, United States | USD 354.55 M | USD 21.6 K | – | |
AI-enabled driver monitoring and fleet safety management solutions | 2015 | Palo Alto, California, United States | USD 182.84 M | – | – |
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Frequently Asked Questions about BlueLeaf
BlueLeaf was founded in 2010.
BlueLeaf is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
BlueLeaf has 8 employees.
Blueleaf provides cloud infrastructure that simplifies workflow and monitoring for financial advisors, delivers consolidated information to their clients, and presents comprehensive data access and analytics for the enterprise. They combine functions from Portfolio Accounting Client Reporting, Account Aggregation Client Portals, as well as Integration tools. All of this is delivered in a single platform, consolidating all client account data (Custodial, held-away manual) and serves it to any other application via API. The product is available on a subscription basis.
BlueLeaf offers Reporting, Billing, and Rebalancing.
BlueLeaf has 2 investors. Key investors include Anthemis Group, and Conversion Capital.
BlueLeaf operates through Blueleaf.