Smartleaf
Financial Services
One Bowdoin Square, 10th Floor
51 employees
- Employees
- 51
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Smartleaf Overview
- Headquarters
- One Bowdoin Square, 10th Floor
- Phone Number
- Available in AeroLeads
- Website
- smartleaf.com
- Industry
- Financial Services
- Employees
- 51
- Founded
- 1999
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Smartleaf
Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple. So simple that wealth advisors can offer every client, of every size, the highest level of personalization and tax management; so simple that working with direct indexes is as easy as working with ETFs; so simple that advisors spend zero time rebalancing and trading portfolios. And so effective that wealth advisors who use our service can, for most of their clients, documentably save or defer more in taxes than they charge in fees. With Smartleaf, customization and tax-management options are simply choices on pull-down menus, and implementation is automated. Advisors spend zero time rebalancing and trading portfolios, freeing them to focus on clients. Our software as a service (SaaS) application and APIs are used by more than 1,200 advisors to manage over $50 billion across more than 200,000 accounts, everything from custom-tailored $100 million taxable accounts to $5 robo accounts with fractional shares.
Smartleaf Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Smartleaf Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brock Bair | President @ B-side Communications | West Newton, Massachusetts, United States |
Email
Phone
|
| Mohammad Heidari | Operations Officer at Smartleaf Asset | Boston, Massachusetts, United States |
Email
Phone
|
| Bill Kantor | Wayland, Massachusetts, United States |
Email
|
|
| Joel Hornstein | Investor and Advisor | Chapel Hill, North Carolina, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
10 profiles
Associate / junior
2 profiles
Executive
1 profile
VP / Head
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| IT | 4 | 4 | 1 |
| General | 2 | 2 | 0 |
| Sales | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
Smartleaf Tech Stack
Engineering
5 profiles
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