Smartleaf provides an advanced overlay portfolio management solution that enables wealth managers to efficiently implement any investment decision across all client accounts within one business day.
- $50 billion managed through Smartleaf system
- 100% successful seven-year track record of implementations and deliverables
- 50 clients within the Bank Trust, Registered Investment Advisor and Broker Dealer marketplace including US Bank, DA Davidson, Comerica, BB&T, and BBVA Compass
- Founded in 1999 and headquartered in Cambridge, MA
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Business Development Officer:
Greg Dalle-Molle at 617-453-0078