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.
6 people are employed at Smartleaf Asset Management.
Smartleaf Asset Management is based in Boston, Massachusetts.
The NAICS codes for Smartleaf Asset Management are [5259, 52, 525, 52591].
The SIC codes for Smartleaf Asset Management are [67, 672].
Top Smartleaf Asset Management Employees
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42
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Wei Zhang
Senior Financial Analyst at Smartleaf Asset Management
Cambridge, MA, US34 -
Ben Cutrell
Portfolio Manager at Smartleaf Asset Management
Boston, MA, US31 -
Gerard Michael
President at Smartleaf Asset Management
Boston, Massachusetts, United States24 -
Kevin Hilsmier
Overlay Program Manager at Smartleaf Asset Management
Royersford, PA, US55+ -
D Ritter
Chief Security Officer at Smartleaf Asset Management
Cambridge, MA, US22
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