LeafHouse®

LeafHouse®

Financial-Services

Austin, Texas
United States
Company Tagline

The FlexFiduciary™. LeafHouse creates smart and flexible packaged retirement solutions to better serve clients.

Industry Category
Financial-Services
Company Description

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®.

Key Personnel / Employees
Todd Kading CFP® RF™ James Olson Sy Naqvi Aaron Bradford

Compare Companies Side by Side

Compare LeafHouse® with 3 companies in Financial-Services

4 Companies
Comparison Field
LeafHouse®
LeafHouse®
Main Company
ATLAS Navigators LLC
ATLAS Navigators LLC
View Profile
Evelyn Partners
Evelyn Partners
View Profile
F.L.Putnam Investment Management Company
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
4
Total Companies
1983
Oldest Founded
1
Countries
53
Unique Skills

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Alternative Company Names

This company is also known as

LeafHouse® 叶屋® लीफ़हाउस® ليف هاوس® ЛифХаус®