LeafHouse
LeafHouse is a private Austin-based technology company that provides an intelligence-first platform for the U.S. retirement plan industry, offering investment data scoring, managed-account reallocation, and OCIO tools to TPAs, recordkeepers, RIAs, broker-dealers, and asset managers across 401(k), IRA, and HSA markets.
- Company typePrivate
- Founded2009
- HeadquartersAustin, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What LeafHouse does
LeafHouse is a private, Austin, Texas-based technology company that operates a connected, intelligence-first platform for the U.S. retirement plan industry, serving TPAs, recordkeepers, RIAs, broker-dealers, and asset managers. Its product suite is anchored by three core enterprise technology offerings: LeafHouse GPA®, which downloads 27 million data points across 100,000+ investments via direct feeds from national recordkeepers and global fund companies and powers fund peer-to-peer scoring; reallocateIT™, a managed-account engine that personalizes portfolios up to 27 times per second and reallocates approximately three million accounts per day without human interaction; and investGrade™, a cloud-based OCIO and supervisory platform. These are complemented by FlexFiduciary™, a 3(38) fiduciary outsourcing layer built on GPA, and PrecisionIRA, a packaged rollover program with automated recordkeeper interfaces spanning 401(k), IRA, and HSA markets.
The platform is delivered through direct enterprise field sales alongside channel and white-label/API distribution, enabling broker-dealers and advisory firms to embed LeafHouse technology as their own branded solution. Revenue is generated through B2B SaaS platform licensing and managed services under quote-based, non-publicly-disclosed pricing. Trademarked product identities (LeafHouse GPA®, reallocateIT™, investGrade™, FlexFiduciary™) and direct data partnerships with American Funds and Franklin Templeton support a distribution footprint spanning the full retirement value chain from plan sponsors through financial advisors.
On July 1, 2026, a related entity — LeafHouse Financial Advisors — was acquired by Mesirow and rebranded as Precision Fiduciary Partners, A Mesirow Company, with services continuing under Mesirow's Fiduciary Solutions platform. No founding date, funding history, headcount, or revenue figures are disclosed in the source material.
LeafHouse firmographics
Firmographics- Name
- LeafHouse
- Legal name
- LeafHouse
- Website
- https://leafhouse.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- LeafHouse is a private Austin-based technology company that provides an intelligence-first platform for the U.S. retirement plan industry, offering investment data scoring, managed-account reallocation, and OCIO tools to TPAs, recordkeepers, RIAs, broker-dealers, and asset managers across 401(k), IRA, and HSA markets.
- Ownership category
- akta.pro rank
LeafHouse industry classification
Industry- Product category
- Retirement Plan Technology
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Retirement Platforms (IRA/401(k), Pension & Decumulation) (FSAGAEAF)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where LeafHouse is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
LeafHouse business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Technology Solutions Licensing: B2B SaaS revenue model providing technology platforms to retirement industry participants including TPAs, recordkeepers, RIAs, broker-dealers, and asset managers. Revenue generated through platform licensing and technology solutions.
- Enterprise Technology Solutions: Enterprise solutions including LeafHouse GPA for institutional investment customization and 3(38) fiduciary services. Allows broker-dealers and advisory firms to offload Backoffice 3(38) work via subadvisor or fund fulfillment agreements.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
LeafHouse product offering
Product offeringCore offering
LeafHouse provides a connected, intelligence-first technology platform for the retirement plan industry. The platform combines institutional investment customization (LeafHouse GPA), managed account technology (reallocateIT), and a cloud-based OCIO supervisory platform (investGrade) for TPAs, recordkeepers, RIAs, broker-dealers, and asset managers. Supplementary offerings include FlexFiduciary (3(38) fiduciary outsourcing) and PrecisionIRA (rollover account automation) for 401(k), IRA, and HSA markets.
Product overview
LeafHouse is a technology company providing a connected, intelligence-first platform for the retirement plan industry. The core Enterprise Technology Solutions platform combines three main products: LeafHouse GPA (institutional investment customization with 27M data points across 100K+ investments), reallocateIT (managed account technology delivering personalized portfolios at scale), and investGrade (cloud-based OCIO and fund scoring platform). These are supplemented by FlexFiduciary (3(38) fiduciary outsourcing built on GPA) and PrecisionIRA (rollover account automation), serving TPAs, recordkeepers, RIAs, broker-dealers, and asset managers across 401(k), IRA, and HSA markets.
Differentiator
Problem solved
Functional benefit
Brands
- LeafHouse GPA: Institutional Investment Customization solution for broker-dealers and advisory firms enabling 3(38) work via subadvisor or fund fulfillment agreements.
- investGrade
- reallocateIT
- PrecisionIRA
- FlexFiduciary
Products and services
- LeafHouse GPA Institutional investment customization platform that downloads 27 million data points on over 100,000 investments from multiple sources, with direct data feeds from national recordkeepers and global fund companies like American Funds and Franklin Templeton. Enables fund peer-to-peer investment scoring across thousands of retirement plans.
- reallocateIT Managed account personalization technology that delivers personalized portfolios up to 27 times per second and can reallocate approximately three million accounts per day automatically without human interaction. Supports white-label deployment for brand-conscious partners via digital API infrastructure.
- investGrade Cloud-based software solution providing transparency to advisors, broker-dealers, recordkeepers, and mutual fund companies. Functions as an OCIO platform for advisors to manage their book of business with a forward-facing user interface for fund scoring, and as a supervisory platform for federally regulated financial services firms.
- FlexFiduciary 3(38) fiduciary solution built on LeafHouse GPA institutional investment customization, enabling advisors, program partners, and plan sponsors to customize investment selection and allowing broker-dealers and advisory firms to offload back-office 3(38) work via subadvisor or fund fulfillment agreements.
- PrecisionIRA Program for plan advisors managing rollover accounts under $7,000 featuring advanced data technology research for locating former employees, automated recordkeeper interfaces, and tax-free transfer options to HSAs.
- Enterprise Technology Solutions Integrated platform combining LeafHouse GPA institutional customization, reallocateIT managed account technology, and investGrade data/OCIO solutions for the retirement plan industry.
Quantifiable outcome
- Automated fund monitoring across all recordkeepers
- +2 more outcomes
Companies that use LeafHouse
Customer profileNamed customers6 records
Segments7 records
Ideal customer profiles5 records
LeafHouse technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature3 records
LeafHouse partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered major and core.
- Mesirow (Precision Fiduciary Partners)majorLeafHouse Financial Advisors was acquired by Mesirow on July 1, 2026 and now operates as Precision Fiduciary Partners, A Mesirow Company. Services previously provided by LeafHouse Financial Advisors continue without disruption and are now backed by Mesirow's established Fiduciary Solutions platform.
- Plan SponsorscorePlan sponsors work with LeafHouse to develop innovative retirement solutions. LeafHouse provides technology infrastructure enabling plan oversight, fund monitoring, and governance across 401(k), IRA, and HSA markets.
- Investment FirmscoreInvestment firms partner with LeafHouse to access fund scoring, investment data transparency, and distribution through the retirement plan ecosystem.
- Broker DealerscoreBroker-dealers partner to create proprietary 3(38) solutions via LeafHouse GPA, utilize investGrade supervisory platform, and implement reallocateIT managed account technology. Can offload Backoffice 3(38) work via subadvisor or fund fulfillment agreements.
- Recordkeepers & Third-Party Administrators (TPAs)coreRecordkeepers and TPAs access automated business analytics, fund monitoring across all recordkeepers, and data integration via LeafHouse GPA platform with 27 million data points.
- Financial AdvisorscoreFinancial advisors leverage LeafHouse for book of business management, OCIO platform capabilities, and fund measurement system access through investGrade.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
LeafHouse competitors and assessment
Company assessmentDirect peers
- Morningstar: Morningstar offers investment data, fund analytics, and retirement-focused platforms (including Morningstar Retirement) that overlap directly with LeafHouse GPA's fund scoring and investGrade's OCIO capabilities. Both serve plan sponsors, advisors, and recordkeepers with investment transparency tools.
- Orion Advisor Solutions: Orion provides advisor technology including portfolio management, risk analytics, and retirement practice tools for RIAs and broker-dealers. Its retirement-focused offerings overlap with LeafHouse's investGrade OCIO platform and managed-account tooling.
- Envestnet: Envestnet provides managed account technology, data analytics, and advisor platform infrastructure serving broker-dealers, RIAs, and retirement plan advisors. It is a direct competitor to LeafHouse GPA, reallocateIT, and FlexFiduciary across the retirement managed-account ecosystem.
Broad incumbents
- Addepar: Addepar provides a wealth management technology platform for advisors, family offices, and institutions with portfolio analytics and reporting. While broader than retirement, it overlaps with LeafHouse's book-of-business management and supervisory tooling for RIAs.
- Empower Retirement: Empower is one of the largest US retirement recordkeepers, serving millions of participants with integrated recordkeeping, managed accounts, and advisory services. It competes with LeafHouse at the recordkeeper tier where LeafHouse supplies technology into the same workflows.
- BlackRock (Aladdin & iRetire): BlackRock operates Aladdin for institutional investment management and offers retirement-focused solutions including iRetire and LifePath. It competes with LeafHouse at the large plan sponsor and asset manager end via its scale, brand, and bundled investment technology stack.
Emerging players
- Pontera: Pontera enables financial advisors to manage 401(k) and other employer-sponsored retirement plan accounts held at outside recordkeepers. Its focus on retirement account interoperability intersects with LeafHouse's PrecisionIRA and managed-account tooling.
- iCapital: iCapital operates a tech platform for alternative investments and retirement-focused wealth management, serving advisors, broker-dealers, and asset managers. It is an adjacent retirement-platform competitor expanding into the same institutional buyer segments LeafHouse serves.
- Nitrogen (formerly Riskalyze): Nitrogen offers risk tolerance, proposal, and compliance tools for financial advisors, with growing retirement practice features. Its advisor-focused platform competes with portions of LeafHouse's investGrade and book-of-business health performance offerings.
- Vestwell: Vestwell provides a recordkeeping and savings platform for retirement plans, HSAs, and education savings, targeting plan sponsors, advisors, and financial institutions. It overlaps with LeafHouse's PrecisionIRA, 401(k), and HSA-adjacent offerings as a younger, emerging competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
LeafHouse social profiles
Digital presenceLeafHouse financial estimates
Financial estimateRevenue estimate
Valuation estimate
LeafHouse leadership team
Management profileNumber of profiles
LeafHouse funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LeafHouse M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LeafHouse
What does LeafHouse do?
LeafHouse provides a connected, intelligence-first technology platform for the retirement plan industry. The platform combines institutional investment customization (LeafHouse GPA), managed account technology (reallocateIT), and a cloud-based OCIO supervisory platform (investGrade) for TPAs, recordkeepers, RIAs, broker-dealers, and asset managers. Supplementary offerings include FlexFiduciary (3(38) fiduciary outsourcing) and PrecisionIRA (rollover account automation) for 401(k), IRA, and HSA markets.
Is LeafHouse a public or private company?
LeafHouse is a private company. It is classified as unknown and is currently operating.
When was LeafHouse founded?
LeafHouse was founded in 2009. It employs 11 to 50 people.
Where is LeafHouse based?
LeafHouse is headquartered in Austin, United States, in the North America region.
How does LeafHouse make money?
Two revenue lines are on record. Technology Solutions Licensing is the primary driver. The others are enterprise Technology Solutions.
Who are LeafHouse's main competitors?
Direct peers on record are Morningstar, Orion Advisor Solutions and Envestnet. Broad incumbents are Addepar, Empower Retirement and BlackRock (Aladdin & iRetire). Emerging players are Pontera, iCapital, Nitrogen (formerly Riskalyze) and Vestwell.
Does LeafHouse have an API?
No public API is recorded for LeafHouse.
What industry is LeafHouse in?
LeafHouse's product category is Retirement Plan Technology. Its primary akta.pro industry code is FSAGAEAF, Digital Retirement Platforms (IRA/401(k), Pension & Decumulation), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.