Company Email Format Management

Smartleaf Asset Management

Financial Services 1 Bowdoin St, 10th Floor 9 employees

Employees: 9
Contacts: 4
Emails: 4
Phones: 2

smartleafam.com LinkedIn

Smartleaf Asset Management Overview

Headquarters: 1 Bowdoin St, 10th Floor
Phone Number: Available in AeroLeads
Website: smartleafam.com
Industry: Financial Services
Employees: 9
Founded: 2014
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Optimized tax management Direct indexing Model distribution services Advanced cash management Unlimited customization requests Religious values/ESG screens Unified managed householding

About Smartleaf Asset Management

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.

Smartleaf Asset Management Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Smartleaf Asset Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kevin Hilsmier	————————————————————	Royersford, Pennsylvania, United States	Email
Mohammad Heidari	Operations Officer at Smartleaf Asset	Boston, Massachusetts, United States	Email Phone
Wei Zhang	Senior Financial Analyst at Smartleaf	Cambridge, Massachusetts, United States	Email Phone
Diana Neuss	Vice President Operations at Smartleaf	Marblehead, Massachusetts, United States	Email