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Blueleaf Wealth

Reporting
Billing
Rebalancing
Practice management
Client experience

Blueleaf Wealth information

All-in-one wealth management platform for Advisors who love their clients and want their clients to love them back. Deliver exceptionally for your clients. Reporting - Billing - Rebalancing - Practice Management & and exceptionally engaging Client Experiences.

Employees

Justin Shepard
Director Customer Success and Support
Erik Grotton
Pilot Engineer
Dominique Bailleul
Owner
Deepak Raj
Accountant
Mohamed Hayibor
Engineer and Founder

Looking for a particular Blueleaf Wealth Employee?

Blueleaf Wealth's financial review

Employees

19


Technologies

Route 53
Domain Name Services
Gmail
Email Providers
Mixpanel
Analytics and Tracking
Backbone JS Library
CSS and JavaScript Libraries
Drift
Widgets

Alumni

Matt Mancini
Vice President of Wealth Onboarding
Advisor360°

Employees

Justin Shepard
Director Customer Success and Support
Erik Grotton
Pilot Engineer
Dominique Bailleul
Owner
Deepak Raj
Accountant
Mohamed Hayibor
Engineer and Founder

Looking for a particular Blueleaf Wealth Employee?

Blueleaf Wealth's financial review

Employees

19


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