LeafHouse Launches a New Kind of Aggregator

The firm, known for its LeafHouse Financial investment fiduciary business, has launched investGrade—a new technology platform it says is “capable of aggregating all things data.”

According to a press release, investGrade is a new technology business owned by sister company LeafHouse Financial Services, and the firm says the cloud-based solution will “reinvent investment research, automate data aggregation, and create an ecosystem for DCIO and Recordkeeping firms to directly communicate with Advisors”—an open exchange and online marketplace for retirement plan data.