Blueleaf Wealth
Blueleaf Wealth

Blueleaf Wealth Information

Contact top employees from Blueleaf Wealth

Summary

Blueleaf Wealth is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Boston, Massachusetts, USA. The number of employees ranges from 25 to 100. The annual revenue of Blueleaf Wealth varies between 5.0M and 25M. To connect with Blueleaf Wealth employee register on SignalHire.

Organization Website

blueleaf.com

Social Links

linkedIntwitterfacebook

Phone Number

(877) 882-5287

Industries

Headquarters Location

711 Atlantic Ave, 5th Floor, Boston, Massachusetts, 02111 US

Employees Size

10-50 employees

Specialties

Reporting, Billing, Rebalancing, Practice Management, Client Experience, Client Engagement

SIC Code

5990, 5700

DMA Code

Greater Boston

Founded

2010

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at Blueleaf Wealth shows a diverse range of experience levels:
10% for 1–2 years10% for 3–4 years15% for 5–7 years15% for 8–10 years50% have over 11 years of service at Blueleaf Wealth
Contact top employees from Blueleaf Wealth
John Prendergast
CEO, Co-Founder & Chief Product Officer
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Kevin Flynn
Market Research | Content Development
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James Paterni
Site Reliability Engineer
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Sara DeMarco
Senior Customer Service Representative and Business Analyst
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Billy Catherall
VP of Engineering
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James Wilson
Customer Success Manager
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Erin Jamari
Customer Support
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Justin Shepard
Director Customer Success and Support
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Connor Prendergast
Podcast/Blog Editor
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FAQ

Blueleaf Wealth operates in the Software Development, Finance industries. More details can be found on the official website: blueleaf.com.
The headquarters of Blueleaf Wealth are located in Boston, United States.
You can contact Blueleaf Wealth by phone at (877) 882-5287.
Blueleaf Wealth currently employs 10-50 people.
Blueleaf Wealth's revenue is approximately 13.2M.

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