Smartleaf
Financial Software · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
1 Bowdoin Sq Ste 1000, Boston, Massachus...Phone Number
(617) 453-0714Website
www.smartleaf.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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Mar
Apr
May
ZI Rank
2
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2
1
1
About Smartleaf
Smartleaf Inc. is an automated portfolio rebalancing platform that specializes in delivering personalized and tax-optimized portfolio management at scale. The platform allows wealth management firms to provide high levels of customization and tax management for clients of all sizes, while freeing advisors from the time-consuming tasks of rebalancing and trading. Smartleaf's RIA subsidiary, Smartleaf Asset Management, further simplifies the process by handling day-to-day portfolio management while allowing clients to maintain control over investment policies. The company focuses on making direct indexing as straightforward as ETFs, enabling clients to save on taxes and demonstrate the value of their services.Explore more
Smartleaf Org Chart
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Smartleaf financials insights
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2020
Debt
$350K
Smartleaf Tech Stack
A closer look at the technologies used by Smartleaf
Most Recent Scoops
Project
A mid-level source has indicated that the organization is increasing investment towards webinars and digital lead generation solutions within the next three months.
Spending/Investment, Financial Planning, Lead Generation
Project
A mid-level source has indicated that the organization is investing in conversational intelligence tools.
Spending/Investment, Business Intelligence, Financial Planning, Customer Service, Language Technology, Customer Marketing, Language
Project
A mid-level source has indicated the organization's largest upcoming information security related initiative will focus on single sign-on (SSO).
Single Sign-On (SSO), Information Security, Security
Project
A mid-level source has indicated the organization's largest upcoming infrastructure and network related initiative will focus on multi-master databases.
Network, Database, Infrastructure
Funding
Smartleaf News & Media
Smartleaf Asset Management Now Available on the Axos Advisor Services (AAS) Platform
BOSTON, Aug. 28, 2025 /PRNewswire/ -- Smartleaf Asset Management LLC (SAM) announced today that its sub-advisory service is now available on the Axos Advisor Services (AAS) platform. SAM provides automated rebalancing and trading as an outsourced service, allowing independent financial...Smartleaf Asset Management (SAM) to sub-advise Choreo, LLC, Choreo Tax Advantage™ portfolios
SAM enables Choreo advisors to offer their clients a new level of tax-efficient investing at the household level – and document the value they provide – without adding to their workload. BOSTON, March 4, 2025 /PRNewswire/ -- Smartleaf Asset Management, LLC ("SAM"), the RIA subsidiary of...Choreo Announces the Launch of Choreo Tax Advantage
The Automated Wealth Management Solution Enables Firm's Financial Advisors and the CPAs They Collaborate With to Provide Clients More Refined Tax-Aware Management Solutions Developed in Conjunction with Smartleaf, the Automated Daily Tax Impact Assessment and Management Tool Seeks to...Smartleaf Asset Management, LLC announces support for householding, enabling advisors to outsource personalized, tax-optimized portfolio management at the household level
BOSTON, Oct. 24, 2024 /PRNewswire/ -- Smartleaf Asset Management, LLC, ("SAM"), the RIA subsidiary of Smartleaf, today announced that SAM is now offering household-level outsourced portfolio personalization and tax optimization overlay services. In this new service, SAM will jointly...
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Smartleaf Inc. is an automated portfolio rebalancing platform that specializes in delivering personalized and tax-optimized portfolio management at scale. The platform allows wealth management firms to provide high levels of customization and tax management for clients of all sizes, while freeing advisors from the time-consuming tasks of rebalancin... Read More
