Blueleaf Wins 2023 “Wealthie” for Aggregation Service

< 1 minute

Last Updated on September 14, 2023 by John Prendergast

Blueleaf Wins Prestigious Industry Award for Innovative Technology

CEO John Prendergast, Advisor John Devincent

Blueleaf won a 2023 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 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


Get NEW posts and shows delivered to you.

The Augmented Advisor blog and podcast help financial advisors learn ways to improve their business with in-depth content from the industry's leading thinkers

We don’t spam! Read our privacy policy for more info.

icon-angle icon-bars icon-times