Blueleaf
A Warehouse Operative at Blueleaf fulfills customer orders by picking, packing, and dispatching goods efficiently while maintaining safety and quality standards.
Headquarters
Boston, Massachusetts, United States
Company Size
11-50 employees
Founded
2010
Blueleaf is a wealth‑technology platform that helps financial advisors and RIAs deliver automated portfolio analytics, performance reporting, and a client-facing portal. It aggregates custodial account data to provide real‑time performance measurement, consolidated reporting, billing, and secure client communication. The product emphasizes clean, customizable client reports and integrations with custodians and advisor workflows to improve engagement and operational efficiency. Advisors use Blueleaf to simplify client communication, demonstrate portfolio performance, and scale their advisory practice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Blueleaf.
27% below the average for this role