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LeafHouse

Financial Services

Specialities :
Retirement plan fiduciary services
Financial advisory practice management
Investment management
Financial planning
Consulting

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About LeafHouse

What does Leafhouse do?+

A technology company that creates investment solutions for the banking, insurance, and retirement plan industries. LeafHouse specializes in creating investment solutions including fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automated rollovers, and enterprise technology solutions. The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with plan sponsors, advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to make peoples financial lives better by providing strong client service, modernizing technologies, increasing communication, and improving data insights

What are Leafhouse's specialties? +

Retirement plan fiduciary services,financial advisory practice management,investment management,financial planning,consulting,and enterprise technology

What is Leafhouse's industry? +

Leafhouse operates in the Financial services industry.

What is Leafhouse's revenue? +

Leafhouse's revenue is 11m - 100m

What is Leafhouse's company size? +

Leafhouse has 11 - 50 employees.

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