Roundleaf Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Roundleaf Inc. operates in the financial services industry with a focus on helping clients manage and improve their personal finances through informed decision making. The firm emphasizes collaboration, guidance, and execution to address goals, emergencies, and overall financial health, including debt reduction, expense management, credit rebuilding, savings growth, and wealth restoration. Based in San Jose, California, the company positions itself as a boutique, customer-centric practice that supports individuals in achieving financial milestones and attaining more sustainable financial circumstances. Founded in 2006, Roundleaf aims to empower clients to understand credit scores, qualify for financing, and reach their financial goals through personalized, goal-oriented strategies.

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