aid: blueleaf
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: medium
  source:
  - authentication
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/blueleaf.png
name: BlueLeaf
description: >-
  Blueleaf is a wealth management software platform for financial advisors and enterprise
  RIAs that combines a branded client portal, automated investment performance reporting,
  account aggregation across custodians and institutions, automated billing, and portfolio
  rebalancing into one system. Its data-access API lets partners pull householded account
  balances, holdings, and transactions without handling end-user banking credentials, and
  it operates an OAuth 2.0 / OpenID Connect identity provider at secure.blueleaf.com.
  Blueleaf is backed by 500 Global and Anthemis and was added to the API Evangelist network
  and enriched from its public developer, security, and OIDC discovery surfaces.
url: https://raw.githubusercontent.com/api-evangelist/blueleaf/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- 500-global
- anthemis
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-18'
tags:
- Company
- Wealth Management
- Fintech
- Financial Advisors
- Investment Reporting
- Account Aggregation
- Client Portal
- OAuth
- OpenID Connect
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://blueleaf.com
- type: DeveloperPortal
  url: https://www.blueleaf.com/developer/
- type: Documentation
  url: https://www.blueleaf.com/developer/
- type: Pricing
  url: https://www.blueleaf.com/pricing/
- type: Login
  url: https://secure.blueleaf.com/sign_in
- type: Support
  url: https://support.blueleaf.com/
- type: Blog
  url: https://www.blueleaf.com/blog/
- type: TermsOfService
  url: https://www.blueleaf.com/terms-of-use/
- type: PrivacyPolicy
  url: https://www.blueleaf.com/privacy-policy/
- type: Authentication
  url: authentication/blueleaf-authentication.yml
- type: OAuthScopes
  url: scopes/blueleaf-scopes.yml
- type: WellKnown
  url: well-known/blueleaf-well-known.yml
- type: LLMsTxt
  url: llms/blueleaf-llms.txt
- type: Conformance
  url: conformance/blueleaf-conformance.yml
- type: Compliance
  url: https://www.blueleaf.com/security/
- type: Security
  url: https://www.blueleaf.com/security/
- type: DomainSecurity
  url: security/blueleaf-domain-security.yml
- type: TrustCenter
  url: security/blueleaf-trust-center.yml
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence