Blueleaf
AutomatedWealth management platform for financial advisors with reporting, rebalancing/trading, and billing/invoicing. Per-household pricing model.
Active plans
4
Total changes
11
Last change
Jun 20, 2026
Price trend
What we know about Blueleaf’s pricing
VolatileChanges in 12 months
56
60 all-time
Cadence
Every 3 weeks
Direction
New plan recently added
Category position
Middle of the pack for Finance & Accounting (1692 compared)
Current pricing
Complete Platform
monthly$279/mo
From $279/month (annual equivalent)
- Reporting & Client Experience
- Rebalancing & Trading
- Billing & Invoicing
Reporting & Client Experience
monthly$165/mo
From $165/month (annual equivalent)
- Client portal, mobile app
Price history
Last 11 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 20, 2026 | Billing & Invoicing | new plan | — |
Blueleaf alternatives.
No flagged competitors yet — here's what else lives in Finance & Accounting.