Blueleaf Wealth Email Formats

Financial Services • Boston, Massachusetts, United States • 11-20 Employees

Blueleaf Wealth Email Formats

Blueleaf Wealth uses 2 email formats. The most common is {first initial} (e.g., j@blueleaf.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@blueleaf.com	66.7%
{first initial}.{last name}	j.doe@blueleaf.com	33.3%

Key Contact at Blueleaf Wealth

Justin Shepard

Director Customer Success And Support

Company overview

Headquarters	711 Atlantic Ave, 5th Floor, Boston, Massachusetts 02111, US
Phone number	+18778825287
Website	blueleaf.com
NAICS	52
SIC	737
Keywords	Billing, Practice Management, Reporting, Client Experience, Client Engagement, Rebalancing
Founded	2010
Employees	11-20
Socials

About Blueleaf Wealth

Modular wealth management platform for Advisors who love their clients and want their clients to love them back. Exceptionally engaging Client Experiences with modules for Reporting | Billing | Rebalancing | Practice Management & More.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Director

Employees by Department

Blueleaf Wealth has 9 employees across 6 departments.

Departments

Number of employees

Funding Data

Explore Blueleaf Wealth's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2015-01-01	3	N/A

Funding Insights

Number of funding rounds

Blueleaf Wealth Tech Stack

Discover the technologies and tools that power Blueleaf Wealth's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

Drift

Live chat

WP Rocket

Caching

Swiper

JavaScript libraries

lit-element

JavaScript libraries

Hotjar

Analytics

Google Maps

Maps

lit-html

JavaScript libraries

Wistia

Video players

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Frequently asked questions

Blueleaf Wealth is located in Boston, Massachusetts, US.

You can reach Blueleaf Wealth at +18778825287.

Blueleaf Wealth was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Blueleaf Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Blueleaf Wealth

Justin Shepard

Director Customer Success And Support

4.8

40,000 users