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.
View Top Employees from SmartleafWebsite | http://www.smartleaf.com |
Revenue | $4 million |
Funding | $350000 |
Employees | 41 (35 on RocketReach) |
Founded | 1999 |
Address | One Bowdoin Square 10th Floor, Suite 1000, Boston, Massachusetts 02114, US |
Phone | (617) 453-0714 |
Fax | (617) 491-5556 |
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Industry | Financial Services, Custom Software & Technical Consulting, Overlay Portfolio Management, Software |
Web Rank | 5 Million |
Keywords | Sleeve Trading Software, Sma Model, Investment Sleeves To Augment Assets Held Elsewhere, What Is The Risk Profile Of A Art, Тгщмщ У Мусршщ |
Competitors | FA Solutions, GenSight, Métier, Project Technologies Group, Teslar Software |
SIC | SIC Code 737 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 51 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 511 Companies |
Looking for a particular Smartleaf employee's phone or email?
The Smartleaf annual revenue was $4 million in 2024.
Neil Khoury is the President of Smartleaf.
35 people are employed at Smartleaf.
Smartleaf is based in Boston, Massachusetts.
The NAICS codes for Smartleaf are [51, 54, 541, 511].
The SIC codes for Smartleaf are [737, 73].