Smartleaf Asset Management, LLC (“SAM”) is an SEC-registered sub-advisor that makes delivering personalized and tax-optimized portfolios simple. SAM leverages Smartleaf, Inc.’s advanced automated rebalancing platform to provide wealth advisors with the ability to outsource the day-to-day management of highly customized, tax-optimized portfolios, including those with direct index cores. To learn more contact us at sales@smartleafAM.com.
Company Details
- Employees
- 9
- Founded
- 2014
- Address
- 1 Bowdoin St, 10th Floor
- Phone
- 857-366-9340
- sa****@****fam.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- smartleafam.com
- Keywords
- Optimized tax management, Direct indexing, Model distribution services, Advanced cash management, Unlimited customization requests, Religious values/ESG screens, Unified managed householding.
- HQ
- Boston, MA
Smartleaf Asset Management Questions
Smartleaf Asset Management's helpline number is 857-366-9340
Smartleaf Asset Management's website is smartleafam.com
Smartleaf Asset Management's LinkedIn profile is https://www.linkedin.com/company/smartleaf-asset-management
Smartleaf Asset Management has
9 employees.
View email and phone details for 9
employees at Smartleaf Asset Management.
Smartleaf Asset Management's industry is
Financial Services
Smartleaf Asset Management's top competitors are
Smartleaf,
Nebo Wealth,
Evo Wealth Consulting,
Allocaterite,
Altium Wealth,
Advyzon Investment Management, Llc. (Aim),
Chase,
Charter Oak Investment Network, Llc,
Adhesion Wealth Advisor Solutions,
Cheetah.
Smartleaf Asset Management's support email address is sales@smartleafam.com
Smartleaf Asset Management's categories are Financial Services
Smartleaf Asset Management's founding year is 2014
