Leafhouse
A technology company that creates investment solutions for the banking, insurance, and retirement plan industries. LeafHouse specializes in creating investment solutions including fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automated rollovers, and enterprise technology solutions. The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with plan sponsors, advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to make people’s financial lives better by providing strong client service, modernizing technologies, increasing communication, and improving data insights.
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Verified contacts
27
available on Kipplo
LinkedIn employees
34
11 to 50 range
Open roles
5
across 1 depts
Distinct roles
20
indexed titles
Tech stack
1
tools in use
Monthly traffic
39
organic / mo
Hiring · 5 open positions across 1 departments
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Decision-makers and verified team members
27 contacts with verified email or phone · masked until revealed.
- BD
Ben Deville
Director, Operations Lead · Operations
EmailPhone - BH
Brent Holliman
Director of Development · General Business & Management
EmailPhone - BO
Bambie Obrien
Client Service Manager · Customer/Client Service
EmailPhone - CO
Cameron Owen
Afo Operations · Operations
EmailPhone - DA
Diana Aguirre
Payments Coordinator · Operations
EmailPhone - PO
Priscilla Oquendo
Call Center Representative · Customer/Client Service
EmailPhone - AB
Aaron Bradford
() · Other
EmailPhone - DH
Dale Homburg
Senior Vice President, Digital Innovation · Other
EmailPhone - KH
Kassandra Hendrix
Senior Vice President, Corporate Strategy & Brand · Other
EmailPhone
Showing 9 of 27 verified contacts
Top roles at Leafhouse
20 distinct titles indexed · top 10 shown.
- 2director, operations lead
- 2investment analyst
- 1()
- 1afo operations
- 1associate director, systems administrator
- 1call center representative
- 1client service manager
- 1director of accounting
- 1director of development
- 1director, business intelligence systems developer
- +10more titles
Sign up to unlock all 27 contacts at Leafhouse
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