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LeafHouse Financial Advisors
AddedFeb 13, 2024
UpdatedJun 28, 2026
LeafHouse Financial Advisors

LeafHouse Financial Advisors

Operating

Leafhouse: Global venture capital firm specializing in diverse sectors, founded in 1997.

Location
Austin, TX, US
Founded
2008
Firm
Compare
Portfolio
Employees
Website

LeafHouse Financial Advisors is a technology-driven investment advisory company focused on creating innovative solutions for the retirement plan industry. The firm specializes in customizing investment strategies to suit the unique needs of each retirement plan, leveraging technology to enhance their offerings. LeafHouse prides itself on being flexible, cost-effective, and compatible with industry partners.

Notable portfolio companies include Beiwanglu and Panda, with investments spanning Series A to Series C rounds. LeafHouse's approach emphasizes suitability conversations and technological integration to provide tailored investment solutions. The firm's commitment to innovation and boundary-breaking sets it apart in the retirement plan industry, offering cost-competitive fiduciary services and fostering partnerships to improve investment outcomes.

LeafHouse Financial Advisors - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments2
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Series A1 (50.0%)
Series C1 (50.0%)

Stage Mix

Series A 50%Series C 50%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Beiwanglu logo

Beiwanglu

Panda logo

Panda

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LeafHouse Financial Advisors - Classification

Also Known As
  • Leafhouse Financial Advisors, LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 5 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523910Miscellaneous Intermediation
SIC
  • 6000Depository Institutions
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified