The FlexFiduciary™. LeafHouse creates smart and flexible packaged retirement solutions to better serve clients.
LeafHouse® is a leading financial services company dedicated to creating innovative investment solutions for the banking, insurance, and retirement plan industries. Located at 6504 Bridge Point Pkwy, Suite 450, Austin, Texas 78730, US, LeafHouse® specializes in delivering comprehensive investment solutions, including fiduciary services, the creation of investment vehicles, personalized portfolio programs, automated rollovers, and enterprise technology solutions.
With a strong organizational structure and cutting-edge technological platform, LeafHouse® is well-equipped to meet the diverse needs of its clients and partners. The firm collaborates closely with plan sponsors, advisors, recordkeepers, investment managers, and administrators to develop inventive solutions and foster strong, collaborative partnerships. LeafHouse® is committed to enhancing the financial well-being of individuals by providing exceptional client service, modernizing technologies, improving communication strategies, and delivering enhanced data insights.
LeafHouse® offers the FlexFiduciary™, a smart and flexible packaged retirement solution designed to better serve clients. We invite the management team at LeafHouse® to create a customized and exclusive company showcase and product listing on our platform, highlighting the unique value and services provided by LeafHouse®.
LeafHouse® est une entreprise de services financiers de premier plan dédiée à la création de solutions d'investissement innovantes pour les secteurs bancaire, assurantiel et des régimes de retraite. Située au 6504 Bridge Point Pkwy, Suite 450, Austin, Texas 78730, États-Unis, LeafHouse® se spécialise dans la fourniture de solutions d'investissement complètes, notamment des services fiduciaires, la création de véhicules d'investissement, des programmes de portefeuille personnalisés, des roll-overs automatisés et des solutions de technologie d'entreprise.
Grâce à une structure organisationnelle solide et à une plateforme technologique de pointe, LeafHouse® est bien équipée pour répondre aux divers besoins de ses clients et partenaires. L'entreprise collabore étroitement avec les promoteurs de régimes, les conseillers, les teneurs de registres, les gestionnaires de placements et les administrateurs pour développer des solutions inventives et favoriser des partenariats solides et collaboratifs. LeafHouse® s'engage à améliorer le bien-être financier des individus en fournissant un service à la clientèle exceptionnel, en modernisant les technologies, en améliorant les stratégies de communication et en fournissant des informations améliorées sur les données.
LeafHouse® propose FlexFiduciary™, une solution de retraite intégrée intelligente et flexible conçue pour mieux servir les clients. Nous invitons l'équipe de direction de LeafHouse® à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, mettant en valeur la valeur et les services uniques fournis par LeafHouse®.
Compare LeafHouse® with 3 companies in Financial-Services
| Comparison Field |
LeafHouse®Main Company |
ATLAS Navigators LLCView Profile |
Evelyn PartnersView Profile |
F.L.Putnam Investmen...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2010 | 1983 | |
|
Company Size
|
— | 201-500 | 1,001-5,000 | 51-200 |
|
City
|
Austin, Texas | Colorado Springs, Colorado | Lynnfield, Massachusetts | |
|
Country
|
United States | United States | United States | |
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
Financial Services
Investment Solutions
Retirement Plans
Fiduciary Services
Portfolio Management
Enterprise Technology
Financial Advisory
Consulting
Financial Advisory Practice Management
Investment Management
Retirement Plan Fiduciary Services
Financial Planning
|
21 Total
1 Common
20 Unique
Match
8%
Common Skills:
Financial Services
Unique Skills:
Accounting
Audit
Bookkeeping
Business Advisory
Business Valuation
Certified Public Accountant
+14
|
14 Total
14 Unique
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+8
|
9 Total
9 Unique
Unique Skills:
ESG Investing
Estate Planning
Family Offices
Foundations
Millennials
Retirement Planning
+3
|
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