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Blueleaf
company
About
Blueleaf is a wealth management platform that offers modular wealth softwares.
- 11 - 50
Highlights
Details
- Last Funding Type
- Non-Equity Assistant
- Industries
- Finance,Financial Services,FinTech,SaaS
- Founded date
- Jan 1, 2010
- Number Of Employee
- 11 - 50
- Operating Status
- Active
Blueleaf is a financial relationship management platform that helps its users simplify wealth management workflows. Their management platform provides live reporting access through its users’ branded portals, including balances, performance, allocation, detailed holdings information, and weekly push updates as well as data-sharing and collaboration technologies.
Funding Rounds
Number of Funding Rounds
Total Funding Amount
1
—
Blueleaf has raised a total of
—
in funding over 2 rounds. Their latest funding was raised on
Jun 1, 2014 from a Non-Equity Assistant round.
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Jun 1, 2014 | Non-Equity Assistant | — | 1 |
DCU FinTech Innovation Center
|
— | Detail |
Investors
Number of Lead Investors
Number of Investors
1
1
Blueleaf is funded by 1 investors.
DCU FinTech Innovation Center
are the most recent investors.
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
DCU FinTech Innovation Center
|
Yes | Non-Equity Assistant |
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