LeafHouse Financial
- Company typePrivate
- Founded2008
- HeadquartersAustin, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
LeafHouse Financial firmographics
Firmographics- Name
- LeafHouse Financial
- Legal name
- LeafHouse
- Website
- https://leafhousefinancial.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
LeafHouse Financial industry classification
Industry- Product category
- Retirement Plan Technology
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Rollover & Distribution Advisory (IRA/401(k) Rollovers) (FSAEABAG)
Keywords
Where LeafHouse Financial is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
LeafHouse Financial business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Platform and Advisory Services: Provides investment solutions and technology platform services to retirement plan industry participants including TPAs, recordkeepers, RIAs, broker-dealers, and asset managers. Revenue is derived from advisory services and platform licensing for retirement plan management.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
LeafHouse Financial product offering
Product offeringCore offering
LeafHouse Financial is a technology company that builds a connected, intelligence-first platform providing TPAs, recordkeepers, RIAs, broker-dealers, and asset managers with oversight, predictive analytics, and seamless governance across 401(k), IRA, and HSA markets. Its commercial offerings comprise three product lines: FlexFiduciary (fiduciary management solution), PrecisionIRA (IRA administration platform), and Enterprise Technology Solutions (institutional retirement plan technology). The company earns revenue through advisory services and platform licensing for retirement plan management.
Product overview
LeafHouse Financial is a technology company offering a unified platform with three integrated product lines: FlexFiduciary (fiduciary management for advisors and plan sponsors), PrecisionIRA (specialized IRA administration), and Enterprise Technology Solutions (institutional-grade technology infrastructure). The connected, intelligence-first platform provides TPAs, recordkeepers, RIAs, broker-dealers, and asset managers with powerful oversight, predictive analytics, and seamless governance across 401(k), IRA, and HSA markets — all in one modern ecosystem.
Differentiator
Problem solved
Functional benefit
Brands
- FlexFiduciary: A fiduciary solution offered by LeafHouse for the retirement plan industry.
- PrecisionIRA
- Enterprise Technology Solutions
Products and services
- FlexFiduciary A flexible fiduciary solution for the retirement plan industry that provides advisors and plan sponsors with comprehensive oversight and governance tools to manage fiduciary responsibilities across retirement plans.
- PrecisionIRA A specialized platform for IRA administration and management, offering precision tools for individual retirement account recordkeeping, compliance, and oversight.
- Enterprise Technology Solutions Technology infrastructure and tools for larger organizations, asset managers, and institutional partners seeking integrated retirement plan technology solutions.
Quantifiable outcome
- Expand Mesirow Fiduciary Solutions' platform to $138 billion in AUM
- +1 more outcomes
Companies that use LeafHouse Financial
Customer profileSegments5 records
Ideal customer profiles3 records
LeafHouse Financial technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature2 records
LeafHouse Financial partnerships and signals
Strategic signalScale indicators2 records
Recent moves3 records
Expansion highlights3 records
LeafHouse Financial competitors and assessment
Company assessmentBroad incumbents
- AssetMark: Wealth management and advisor technology platform providing practice management, investment solutions, and platform services to financial advisors — adjacent to LeafHouse's Enterprise Technology Solutions for retirement plan advisors.
- Empower Retirement: One of the largest US recordkeepers and retirement plan service providers, offering recordkeeping, advisory, and integrated plan management across the retirement ecosystem — a broad incumbent against which LeafHouse's multi-recordkeeper view competes.
- Morningstar: Provides investment research, analytics, and retirement plan data tools used by advisors and plan sponsors — overlapping with LeafHouse's Smart Analytics and fund monitoring capabilities at a much broader scale.
- Schwab Retirement Plan Services: Charles Schwab's retirement plan services business offers recordkeeping, plan design, and integrated advisory tools to plan sponsors and advisors, representing a large incumbent alternative to LeafHouse's platform approach.
- Fidelity Institutional: Fidelity's institutional retirement arm provides recordkeeping, plan administration, and proprietary analytics for advisors and plan sponsors at massive scale — a key broad incumbent serving many of the same customer segments as LeafHouse.
Direct peers
- Retirement Plan Advisory Group (RPAG): Technology and advisor enablement platform for retirement plan advisors, providing fund monitoring, benchmarking, and practice management tools that directly overlap with LeafHouse's Smart Analytics and FlexFiduciary capabilities.
- CAPTRUST: One of the largest independent retirement plan advisory firms in the US, providing investment advisory, fiduciary, and plan management services to plan sponsors — directly overlapping with LeafHouse's FlexFiduciary offering.
- Mesirow Fiduciary Solutions: Mesirow's retirement plan advisory platform is acquiring LeafHouse and offers comparable 3(21) and 3(38) fiduciary services, plan benchmarking, and advisor-centric retirement solutions. It is the most directly comparable peer given the pending combination.
- fi360 (Broadridge): A fiduciary-focused retirement technology platform offering investment due diligence, analytics, and training to advisors and institutions — closely comparable to LeafHouse's fund monitoring and predictive analytics positioning.
- Edelman Financial Engines: Large independent retirement plan advisory and rollover services firm combining managed account technology with advisor-led fiduciary services — directly comparable in service model to LeafHouse's discretionary investment services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
LeafHouse Financial social profiles
Digital presenceLeafHouse Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
LeafHouse Financial leadership team
Management profileNumber of profiles
Profiles2 records
LeafHouse Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LeafHouse Financial 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 Financial
What does LeafHouse Financial do?
LeafHouse Financial is a technology company that builds a connected, intelligence-first platform providing TPAs, recordkeepers, RIAs, broker-dealers, and asset managers with oversight, predictive analytics, and seamless governance across 401(k), IRA, and HSA markets. Its commercial offerings comprise three product lines: FlexFiduciary (fiduciary management solution), PrecisionIRA (IRA administration platform), and Enterprise Technology Solutions (institutional retirement plan technology). The company earns revenue through advisory services and platform licensing for retirement plan management.
Is LeafHouse Financial a public or private company?
LeafHouse Financial is a private company. It is classified as unknown and is currently operating.
When was LeafHouse Financial founded?
LeafHouse Financial was founded in 2008. It employs 11 to 50 people.
Where is LeafHouse Financial based?
LeafHouse Financial is headquartered in Austin, United States, in the North America region.
How does LeafHouse Financial make money?
One revenue line is on record: platform and Advisory Services.
Who are LeafHouse Financial's main competitors?
Broad incumbents on record are AssetMark, Empower Retirement, Morningstar, Schwab Retirement Plan Services and Fidelity Institutional. Direct peers are Retirement Plan Advisory Group (RPAG), CAPTRUST, Mesirow Fiduciary Solutions, fi360 (Broadridge) and Edelman Financial Engines.
Does LeafHouse Financial have an API?
No public API is recorded for LeafHouse Financial.
What industry is LeafHouse Financial in?
LeafHouse Financial's product category is Retirement Plan Technology. Its primary akta.pro industry code is FSAEABAG, Rollover & Distribution Advisory (IRA/401(k) Rollovers). Its NAICS code is 523940 and its SIC code is 6199.