Review (August 2025)

13.2M

Estimated Revenue

47.6k

Website Visitors

4/5

Trustpilot Score

What do we know about Blueleaf.com?

Estimated Revenue (2020)

$13.2M

Total Employees

16

Founded

2010

Industry

Computer Software

Last Funding Date

Seed Dec 2014

Location

Boston, United States

About

Blueleaf.com: Account Aggregation, Client Portal & Performance Reporting to create a system that is one of the most powerful, yet simplest to run on the market.

Social Links

Alexa Ranking: 243850

What is Blueleaf.com's Revenue?

Blueleaf.com's estimated revenue for 2024 is $13.2M.

What does Blueleaf.com do?

Blueleaf, a leading provider of Financial Relationship Management Software, is reinventing software for the wealth management industry to deliver an unparalleled growth engine. We are not your fathers client reporting system. Blueleaf has reinvented client reporting to become a proactive growth tool for wealth management firms. Our reporting delivers branded touches to clients automatically, creating client value on behalf of advisory firms and gathering key insights to drive firm growth with unparalleled automation. Blueleaf advisor includes: - Reporting that is so simple it actually answers client questions rather than creating them - Account aggregation that automatically discovers assets - Portal that proactively reaches out to deliver value to clients - Automation to eliminate traditional reporting tasks and operational burden A reporting system that drives firm growth. You'll never look at reporting the same way again. Learn more on our website: Blueleaf.com

What are the monthly traffic metrics for Blueleaf?

6/mo Traffic Growth

18.20%

All Time Traffic Growth

Create Free Account

Monthly Hits

48k

Time on Site

2.5Mins

Bounce Rate

36%

How fast is Blueleaf growing?

Blueleaf has grown by -37.4% in the last 6 months according to SimilarWeb.

How do people interact with Blueleaf?

Last month, Blueleaf received 48k visitors who spent an average of 2.5 minutes on the website and visited 3.0 different pages per session. Overall, 36% of people bounce on the first visit.

How do people find Blueleaf?

33k people (69%) visit Blueleaf directly. 12.1k (25%) people search for them in Google. Whereas, 820.4 (2%) discover Blueleaf through Facebook, Reddit, and YouTube. 1.2k (3%) visitors come from Blueleaf's email newsletters. Finally, 10.1 (0.0%) people come from affiliates and or paid referrals.

Who uses Blueleaf?

Blueleaf's top market is the United States and they receive 44.4k (93.2%) people.
Then the 2nd is Turkey with 307.1 (0.6%).
The 3rd is is Canada with 262.1 (0.6%).

Traffic Growth (last 6 months)

All Traffic Source

Country Share

Traffic Growth (last 12 months)

See 12/mo Traffic Stats

What are Blueleaf's ads on Google?

Google Ads

Blueleaf - Start your RIA's Growth Engine‎

https://www.blueleaf.com/

Communicate your unique value, grow your business

Keyword: financial software companies

Blueleaf - Start your RIA's Growth Engine - blueleaf.com‎

https://www.blueleaf.com/

Communicate your unique value, grow your business

Keyword: open source financial software

Blueleaf - Start your RIA's Growth Engine - blueleaf.com‎

https://www.blueleaf.com/

Communicate your unique value, grow your business

Keyword: starting an ria

Blueleaf for Advisors - Reporting & Communication‎

https://www.blueleaf.com/

Always on. Always Communicating.

Keyword: home financial software

Blueleaf - Start your RIA's Growth Engine‎

https://www.blueleaf.com/

Communicate your unique value, grow your business

Keyword: finance planner book

Canva

Create beautiful designs with your team. use canva's drag-and-drop feature and layouts to design, share and print business cards, logos, presentations and more.... More

Category

Computers Electronics and Technology

Monthly Traffic

172.04M

75.56%

Ad Spend

$1.48M

Five9

Five9 delivers the most trusted and reliable cloud contact center proven to unlock customer intelligence and insights that empower agents and organizations to deliver extraordinary customer experiences. five9 - contact center as a service - ccaas.... More

Category

Computers Electronics and Technology

Monthly Traffic

1.75M

49.33%

Ad Spend

$350.08k

Revolut

Open a free account in minutes right from your phone,and make your money go further... More

Category

Finance

Monthly Traffic

4.27M

40.35%

Ad Spend

$170.92k