Press Release

Congruent Solutions and LeafHouse Announce Strategic Partnership to Automate Fund Performance & Factsheets integration

Issued by Congruent

Sept. 16, 2025

Burlington, MA / Chennai, India – Congruent Solutions, a specialist technology partner to the U.S. retirement industry, announced a strategic partnership with LeafHouse Financial Services, LLC (“LeafHouse”), a Texas limited liability company and a leading technology firm that creates investment solutions for the retirement plan industry and has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with advisors, recordkeepers, investment managers, and administrators to develop creative solutions.

As part of this collaboration, plan providers using Congruent’s CORE platform—a cloud-native, API-first platform built to transform the retirement plan experience—can now seamlessly integrate with LeafHouse Investview to fetch fund performance data and factsheets. The integration will automate key processes such as distributions and tax reporting—streamlining operational efficiency for defined contribution (DC) plans.

This integration is a major milestone in Congruent’s journey to build a connected marketplace for the 401(k) ecosystem, streamlining plan operations, increasing transparency, and enhancing participant outcomes. Through this synergy, Congruent empowers TPAs, recordkeepers, and other plan providers with easy access to fund performance information & prospectuses, reducing manual work, improving disclosures and notice with fund data, and elevating the overall experience for stakeholders in the retirement value chain.

“At Congruent, we’re building more than a platform—we’re creating a marketplace that unlocks value across the retirement ecosystem,” said Mahesh Natarajan, Chief Revenue Officer, Congruent Solutions. “Our connection with LeafHouse ensures that our clients can now execute fund performance benchmarking and sharing fund prospectuses efficiently and securely, with the confidence of working with a proven industry leader.”

"We are excited to partner with Congruent to advance our technology integration. Their leadership and expertise complement key innovations at LeafHouse, including automation in investment oversight, personalized solutions, and streamlined delivery of InvestView fact sheets and prospectuses," said James Olson, EVP and Chief Product Officer, LeafHouse.

The collaboration reflects both companies' shared commitment to innovation, automation, and excellence in service delivery for the U.S. retirement industry.

For more information about the CORE platform and partnership opportunities, please visit www.congruentsolutions.com.

About Congruent Solutions

Congruent Solutions has been a trusted specialist in product- and technology-driven services for the retirement industry since 2004. Today, CORE SaaS, Retirement Edge— a technology solution that enables guaranteed income solutions within Defined Contribution Plans —and outsourced plan administration services empower leading Fortune 500 plan providers, carriers, and third-party administrators to solve business challenges and prepare for the future.

About LeafHouse

LeafHouse Financial, LLC is a fiduciary investment management and technology firm based in Austin, Texas. It partners with advisors, recordkeepers, and employers to provide customized retirement plan solutions under both 3(21) and 3(38) fiduciary models. The firm is known for its proprietary tools like FlexFiduciary™, which enables highly tailored plan lineups, and LeafHouse GPA®, an algorithm-driven system for monitoring and evaluating investment options.

Founded in 2009 with zero assets or clients, by 2018, LeafHouse managed approximately $4.5 billion AUM, and by December 2021, it had grown to over $15 billion AUM. Today, it oversees more than 2,700 retirement plans across all 50 U.S. states and Puerto Rico, working with around 1,100 advisors, 70 recordkeepers, and 6,000 employers. Additionally, they’ve created over 2,350 unique plan lineups through their fiduciary technology.

For more information about LeafHouse, please visit www.leafhouse.com

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