About Smartleaf

Delivering on the promise of separate accounts

Smartleaf provides financial institutions with a scalable next-generation separate account management solution. Smartleaf offers software and data services that help our clients automate, as much as feasible, the management of individual accounts—with unprecedented customization, tax and cost efficiency and consistency.

Founded in 1999, Smartleaf is a privately-held company that currently supports over 47 customers with over $9 billion in assets under management. Based in Cambridge, Massachusetts, Smartleaf enjoys successful client relationships within the bank trust, broker/dealer and RIA marketplace.

Contact us to learn how Smartleaf can empower your organization to grow your account base with greater success.