About Blueleaf

LeavesFounded in 2009, Blueleaf.com is working to help you take charge of your financial life by allowing you complete control of your financial information.

What we’re building:

We’re building investment information management and planning software to help people like you,

  • See all their savings and investment accounts in one place;
  • Understand their financial information more completely, more quickly;
  • Securely share information and collaborate with spouses, family or advisors;
  • Save their data, even if they change financial institutions; and maybe most importantly,
  • Help them stay financially safe and secure.

Its all about Control - Yours

We believe that the key to each of us achieving our financial goals is all about taking control. Money is information and taking control of your money really means taking control of information, information that today lives at banks, brokerages and insurance companies. But it doesn’t need to stay trapped there.

Blueleaf is attacking the problem by allowing you to pull together all that information in one place that you control — Blueleaf.com. You decide, what you want to see and how you want to see it. You decide who else should see it, you decide if you want help or if you want to do it yourself. And you decide if its time to change financial institutions without worrying about losing your historical information. No worries, Blueleaf has it, so you have it.

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Contact Information

Based in Cambridge, MA
Email:
Phone: (617) 299-1562

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