Last Updated on September 14, 2023 by John Prendergast
Blueleaf Wins Prestigious Industry Award for Innovative Technology
Blueleaf won a 2023 WealthManagement.com industry award in the technology category. Blueleaf was recognized for developing wealth management’s first aggregation-as-a-service with direct client support. A panel of industry experts chose Blueleaf from a pool of more than 1,000 nominees across all award categories.
Blueleaf received the award at a black-tie event at the Ziegfeld Ballroom in New York on September 7, 2023.
Over 500 industry executives and team members from top asset management companies, RIAs, B/Ds, custodians, technology providers, and other industry-related businesses attended the event. The awards “recognize and celebrate the outstanding initiatives undertaken by companies and individuals that contribute to the success of financial advisors in their businesses and foster improved outcomes for their clients.”
“It’s rewarding to receive this prestigious award from WealthManagement.com and be recognized by industry peers for Blueleaf’s commitment to innovation. It’s a testament to the dedication of the entire Blueleaf team.”
Blueleaf CEO John Prendergast
See the full press release here.
More on aggregation-as-a-service with direct client support
