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.
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Smartleaf Asset Management Questions
The Smartleaf Asset Management annual revenue was $1 million in 2026.
D Ritter is the CSO of Smartleaf Asset Management.
7 people are employed at Smartleaf Asset Management.
Smartleaf Asset Management is based in Boston, Massachusetts.
The NAICS codes for Smartleaf Asset Management are [52, 5259, 525, 52591].
The SIC codes for Smartleaf Asset Management are [672, 67].
Top Smartleaf Asset Management Employees
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D Ritter
Chief Security Officer at Smartleaf Asset Management
Cambridge, MA, US22 -
Robey Nejame
Director of Sales at Smartleaf Asset Management
Wakefield, NH, US33 -
Ben Cutrell
Portfolio Manager at Smartleaf Asset Management
Boston, MA, US31 -
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Wei Zhang
Senior Financial Analyst at Smartleaf Asset Management
Cambridge, MA, US34 -
Kevin Hilsmier
Overlay Program Manager at Smartleaf Asset Management
Royersford, PA, US55+ -
Gerard Michael
President at Smartleaf Asset Management
Boston, Massachusetts, United States24
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