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
Email Addresses:
[email protected]
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
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"
About Us | Smartleaf
With Smartleaf, customization and tax-management options are simply choices on pull-down menus, and implementation is automated. Client-facing advisors spend zero time rebalancing and trading portfolios, freeing them to focus on …See details»
Our Platform - Smartleaf
Our Platform. Smartleaf is an automated rebalancing solution that enables wealth advisory firms to effortlessly deliver unprecedented levels of customization and tax management while simultaneously empowering client-facing advisors to …See details»
Smartleaf Asset Management - SAM
Interview with RIA Channel. Jerry Michael, President of SAM and SAM's parent company, Smartleaf, Inc., joined Keith Black, Managing Director of RIA Channel, to share stories of how Smartleaf technology, the technology used by SAM, …See details»
Smartleaf - Crunchbase Company Profile & Funding
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 …See details»
Smartleaf - The Org
Smartleaf is an automated portfolio rebalancing platform, designed to deliver exceptional tax management and customizations at unprecedented scale. Industries. Information Technology. …See details»
Smartleaf: Automating Rebalancing to Empower …
Jul 26, 2018 Smartleaf Inc. has a subsidiary—Smartleaf Asset Management LLC—that is a registered entity and generates direct indexes. Smartleaf Inc. is a software development company. The core of its team comprises financial …See details»
Smartleaf Asset Management LLC (SAM) Surpasses $2 …
Oct 19, 2022 BOSTON, MA: Smartleaf Asset Management, LLC (SAM) announced that it had surpassed $2 Billion in assets under management (AUM), up from $150M in AUM in 2021 and $300K in 2020. SAM is an SEC …See details»
Smartleaf Overview | Smartleaf
Smartleaf Asset Management. Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can make using the Smartleaf platform even easier by taking responsibility for day-to-day portfolio review, rebalancing and trading, …See details»
Smartleaf Surpasses $50 Billion in AUM, Cementing Its …
Nov 2, 2023 Smartleaf has helped firms move upmarket by offering industry-leading transition, customization and tax-optimization services. By implementing hyper-efficient delivery models, Smartleaf also enables firms to economically …See details»
Smartleaf - Overview, News & Similar companies | ZoomInfo.com
Oct 31, 2023 Who is Smartleaf. Smartleaf re-engineers portfolio management to enable wealth advisory firms to effortlessly deliver exceptional tax management and customization to every …See details»
Smartleaf Surpasses $50 Billion in AUM, Cementing Its Role as …
Oct 31, 2023 Smartleaf has reimagined the way portfolios are managed, enabling wealth advisory firms to provide every client of every size the highest levels of customization and tax …See details»
Smartleaf - Products, Competitors, Financials, Employees, …
With Smartleaf, customization and tax-management options are simply choices on pull-down menus, and implementation is automated. Smartleaf supports tax-optimized holistic unified …See details»
Advisor Portal - SAM
Smartleaf Asset Management provides investor-facing advisors with a dedicated portal for setting up accounts, entering customization and tax management preferences, and submitting a …See details»
What Makes Us Different - Smartleaf
Smartleaf has reimagined the way portfolios are managed, making personalized, tax-optimized portfolios simple and scalable. So simple that advisors can: offer every client, of every size, …See details»
Smartleaf - Contacts, Employees, Board Members, Advisors
Organization. Smartleaf . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. Highlights. Employee Profiles 3. Contacts 36. ... Smartleaf has 3 …See details»
Smartleaf Surpasses $50 Billion in AUM, Cementing Its Direct …
Oct 31, 2023 Smartleaf announced its total assets under management have now exceeded $50 billion. This milestone not only signifies the maturity of Smartleaf's cutting-edge technology but …See details»
Smartleaf Asset Management Now Available on Fidelity …
Aug 8, 2022 BOSTON, MA: Smartleaf Asset Management, LLC (SAM) announced its sub-advisory service is now available on Fidelity Institutional® Separate Account Network to …See details»
Smartleaf Company Profile - Office Locations, Competitors ... - Craft
Smartleaf has 5 employees at their 1 location. See insights on Smartleaf including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft.See details»
Frequently Asked Questions - Smartleaf
Smartleaf is offered as a hosted service with a full disaster-recovery capability, so no new software is installed on your premises. There is no reconciliation process, and none of your …See details»