SMARTLEAF
Smartleaf is a financial service business that offers automated portfolio rebalancing and tax optimization for wealth managers, RIAs, TAMPs, broker dealers, and banks. The company was founded by John de Souza in 1999 and is based in Cambridge, Massachusetts.
SMARTLEAF
Industry:
Banking Financial Services Wealth Management
Founded:
1999-01-01
Address:
Cambridge, Massachusetts, United States
Country:
United States
Website Url:
http://www.smartleaf.com
Total Employee:
11+
Status:
Active
Contact:
617-453-0714
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager Google Universal Analytics Global Site Tag
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Current Employees Featured
Dan Ritter Chief Security Officer @ Smartleaf
Chief Security Officer
Gerard Michael President and Co-founder @ Smartleaf
President and Co-founder
David Neiterman Business Development Manager @ Smartleaf
Business Development Manager
Robert Thau Chief Architect @ Smartleaf
Chief Architect
Founder
Newest Events participated
Official Site Inspections
http://www.smartleaf.com Semrush global rank: 5.49 M Semrush visits lastest month: 1.56 K
- Host name: externaldns.smartleaf.com
- IP address: 173.230.151.94
- Location: Fremont United States
- Latitude: 37.5625
- Longitude: -122.0004
- Metro Code: 807
- Timezone: America/Los_Angeles
- Postal: 94536
More informations about "Smartleaf"
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What Your Peers Are Saying - Medium
Aug 23, 2019 What Your Peers Are Saying. What senior wealth and asset management… | by Smartleaf | Medium Smartleaf Aug 23, 2019 · 4 min readSee details»
Direct Indexing | Smartleaf
Direct Indexing with Smartleaf With Smartleaf, direct indexes are as easy to work with as ETFs. Both are simply options on a pull-down menu. Watch a short demo of how to onboard and …See details»
An Inside Look at Automated Rebalancing Systems - Smartleaf
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Risky Business: The Art of Risk Profiling - Smartleaf
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