Smartleaf Asset Management
Financial Software · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
1 Bowdoin Sq Fl 10, Boston, Massachusett...Phone Number
(857) 366-9340Website
www.smartleafam.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Smartleaf Asset Management
Smartleaf Asset Management, LLC (SAM) is a subsidiary of Smartleaf, Inc., whose automated rebalancing workflow platform helps its clients deliver customized tax-efficient portfolios at scale. SAM's sub-advisory service leverages Smartleaf's software to automate the management of unified managed accounts, making direct indexes as easy to use as ETFs.Explore more
Smartleaf Asset Management Org Chart
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Activity Insights
Smartleaf Asset Management is experiencing very low activity levels compared to other companies in the Software sector.
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Smartleaf Asset Management is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Smartleaf Asset Management.
Smartleaf Asset Management Tech Stack
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Smartleaf Asset Management News & Media
Principal® Launches Fintech-Enabled Portfolios for Advisors With 37 New Model Portfolios
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Global Investors has added 37 new model portfolios and a fintech-enabled portfolios solution for advisors to its product offering.Smartleaf Asset Management LLC (SAM) and Everence® Announce Strategic Partnership for Outsourcing Portfolio Management Including Direct Indexes
BOSTON and CINCINNATI, April 28, 2022 /PRNewswire/ -- At its National Conference today, Everence® announced it has partnered with Smartleaf Asset Management LLC (SAM) to provide Everence clients with easy access to an optimized direct indexing investment option that includes enhanced tax...Smartleaf Asset Management LLC (SAM) to include Morningstar Indexes in its base offering
BOSTON, Oct. 6, 2021 /PRNewswire/ -- Smartleaf Asset Management LLC (SAM) announced today that it will provide advisors with easy access to customized, tax-managed direct index portfolios based on Morningstar Indexes. Under this new alliance, Morningstar core beta indexes will be included...SAM Added to Schwab Advisor Services'™ Provider Listings
BOSTON, June 3, 2021 /PRNewswire/ -- Smartleaf Asset Management LLC (SAM) announced today that its sub-advisory service is now available on Schwab Advisor Services' Provider Listings. SAM provides automated rebalancing and trading as an outsourced service, allowing independent financial...
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Smartleaf Asset Management, LLC (SAM) is a subsidiary of Smartleaf, Inc., whose automated rebalancing workflow platform helps its clients deliver customized tax-efficient portfolios at scale. SAM's sub-advisory service leverages Smartleaf's software to automate the management of unified managed accounts, making direct indexes as easy to use as ETFs... Read More
