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Blueleaf

Investment Management

Wealth management software used by advisory firms for interactive investment reporting, automated billing, portfolio rebalancing, and client engagement through client-facing tools.

Hiring now

3open roles+50%vs last week

Is Blueleaf hiring?

Yes. As of November 3, 2026, Blueleaf has 3 open roles on Metaintro. 3 were posted in the last 30 days.

Open roles

Newest first. Pay shown when the posting lists it.

Hiring pattern

How fast Blueleaf is adding roles, and how they're set up.

New roles each monthRoles first posted in the month

3
5
4
4
1
JulyAugustSeptemberOctoberNovember
November: 1 new role.

How roles are set upShare of open roles

92%
8%
On-siteNot stated

What their customers say

Quotes from people at Blueleaf's customers.

““My clients love Blueleaf because it delivers timely information. I have found it to be one of the best client-facing platforms on the market.””

Rob Costello · Founder

““I switched to Blueleaf after trying other performance reporting software such as Morningstar and Advent. What I love about Blueleaf is its simplicity. It completely removes the need to reconcile client positions.””

Tim Smith · President

“When I first looked at Blueleaf I couldn’t understand the reasoning for the weekly update. I was classically trained on the quarterly review and statement process. Anything more was unwieldy and confusing to the client. Was I wrong. The weekly update is the function that more of our clients comment on as compared to everything else we do for them. Makes the client base ‘stickier’. Brilliant research and execution.”

Bob Rubin · Founder and President

“Blueleaf is incredibly easy for clients to use and access all of their financial information. We have had an overwhelmingly positive response from our clients who have tried it”

Elise Lentini · Life Insurance Planner

Skills they ask for

Most frequent across open postings.

Most requested skills

  • Communication
  • Teamwork
  • Order picking
  • Health and safety
  • MHE driving
  • Manual handling

Tech stack

Analytics
Google Tag Manager
Google Analytics 4
Hotjar
CMS
WordPress
HubSpot CMS
Marketing
HubSpot
Drift
Crazy Egg
Libraries
jQuery
Font Awesome
Swiper

Company facts

Headquarters
Boston
Industry
Investment Management
Sector (NAICS)
Finance and Insurance
Peer
Thales

Roles by location

Where Blueleaf is hiring. Pick a city to see its roles.

Similar companies

Companies in the same industry as Blueleaf that are hiring now.

Questions about Blueleaf

Is Blueleaf hiring?
Yes. As of November 3, 2026, Blueleaf has 3 open roles on Metaintro. 3 were posted in the last 30 days. The most are in Transportation and Logistics (3).
Where is Blueleaf hiring?
Blueleaf is hiring in Crawley and Wakefield, with the most open roles in Crawley.
What skills does Blueleaf look for?
Its open roles most often ask for Communication, Teamwork, Order picking, Health and safety, and MHE driving.
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