Blueleaf Appoints WealthTech Leader Tim Minert EVP of Business Development

Industry Veteran's Track Record of Helping Fintechs Grow and Advisors Prosper is Major Asset to Blueleaf

BOSTON, Feb. 9, 2023 /PRNewswire/ -- Blueleaf, an all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing and rebalancing, has named Tim Minert to the position of Executive Vice President of Business Development.

Minert has 30+ years in wealth management and technology. He served as Chief Revenue Officer at AdvisorPeak, and ten years as Executive Vice President of National Sales with Redtail Technology. As Senior Director at Cambridge Investment Research, Tim took a deep dive into the industry. He currently maintains an independent RIA in addition to helping advisors scale their practice.

"I've been aware of the innovation and industry leadership of Blueleaf for years," said Minert. "The pandemic accelerated clients and advisors' use of remote technologies, so it's a perfect time to grow the company and add new products and services. The tremendous value of the Blueleaf platform has never been more apparent. Great wealth management experiences that power advisors growth and client satisfaction is a powerful proposition."

"Tim's knowledge of the industry, his passion to help wealth managers be more productive, and his ability to connect with an audience are tremendous assets to the Blueleaf team," said CEO and co-founder John Prendergast. "As we continually evolve our platform to respond to the needs of today's digital advisor, we strive to do the same within our organization."

About Blueleaf

Blueleaf is a leading all-in-one platform for wealth managers, RIAs, and broker-dealers, delivering exceptional advisor and client experiences while simplifying time-consuming operations. Blueleaf's comprehensive platform reduces the complexity of running a wealth management practice, freeing practitioners to efficiently serve more clients. Blueleaf combines reporting, multi-channel advisor & client experience (Web, Mobile & eMail), rebalancing & trading, billing & invoicing, and automation technologies in a user-friendly interface that delights advisors and their clients. See Blueleaf product features.

Blueleaf sponsors The Augmented Advisor podcast, a 'must-listen' for advisors, RIAs, wealth managers, and B/Ds to gain real-world tools and strategies to succeed in a digital world.

Contact: 
Mark Rose
Finsquared
360-301-2600
[email protected]

SOURCE Blueleaf

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