Smartleaf

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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.

Company Details

Employees
51
Founded
-
Address
One Bowdoin Square, 10th Floor
Phone
617-453-0714
Email
sa****@****eaf.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Boston, MA
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News

Smartleaf Asset Management (SAM) to sub-advise Choreo, LLC, Choreo Tax Advantage™ portfolios - PR Newswire

Smartleaf Asset Management (SAM) to sub-advise Choreo, LLC, Choreo Tax Advantage™ portfolios PR Newswire

Smartleaf Asset Management Now Available on the Axos Advisor Services (AAS) Platform - The Wealth Advisor

Smartleaf Asset Management Now Available on the Axos Advisor Services (AAS) Platform The Wealth Advisor

GE Aerospace $GE Shares Bought by Smartleaf Asset Management LLC - MarketBeat

GE Aerospace $GE Shares Bought by Smartleaf Asset Management LLC MarketBeat

Smartleaf Asset Management: Revolutionizing Household-Level Portfolio Management Through Automation - The Wealth Advisor

Smartleaf Asset Management: Revolutionizing Household-Level Portfolio Management Through Automation The Wealth Advisor

Smartleaf Asset Management announces strategic partnership with Clearstead Advisors - InvestmentNews

Smartleaf Asset Management announces strategic partnership with Clearstead Advisors InvestmentNews

WealthStack Roundup: Principal Teams With YieldX, Smartleaf on Direct Indexing for Bonds - wealthmanagement.com

WealthStack Roundup: Principal Teams With YieldX, Smartleaf on Direct Indexing for Bonds wealthmanagement.com

Principal partners with YieldX, Smartleaf on fixed-income direct indexing - InvestmentNews

Principal partners with YieldX, Smartleaf on fixed-income direct indexing InvestmentNews

Akogate Engineers light up Abuja - Fresh Angle

Akogate Engineers light up Abuja Fresh Angle

Smartleaf Asset Management, LLC announces support for householding, enabling advisors to outsource personalized, tax-optimized portfolio management at the household level - PR Newswire

Smartleaf Asset Management, LLC announces support for householding, enabling advisors to outsource personalized, tax-optimized portfolio management at the household level PR Newswire

Smartleaf Surpasses $50 Billion in AUM, Cementing Its Role as Direct Indexing and Rebalancing Leader - The Wealth Advisor

Smartleaf Surpasses $50 Billion in AUM, Cementing Its Role as Direct Indexing and Rebalancing Leader The Wealth Advisor

OBS and Smartleaf set to distribute DFA strategies - Family Wealth Report

OBS and Smartleaf set to distribute DFA strategies Family Wealth Report

Smartleaf Announces that its platform has been selected by Zoe Financial to Deliver Personalized, Tax-optimized Rebalancing - PR Newswire

Smartleaf Announces that its platform has been selected by Zoe Financial to Deliver Personalized, Tax-optimized Rebalancing PR Newswire

Clearstead acquires $5B wealth firm - InvestmentNews

Clearstead acquires $5B wealth firm InvestmentNews

SmartLeaf Asset Management: Is Outsourced Rebalancing Good For Advisors? - The Wealth Advisor

SmartLeaf Asset Management: Is Outsourced Rebalancing Good For Advisors? The Wealth Advisor

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