Smartleaf automates the rebalancing of investment portfolios
Smartleaf has reimagined and re-engineered the way portfolios are managed, enabling wealth advisory firms to deliver ultra-high levels of customization and optimized tax management at unprecedented scale. Our automated rebalancing workflow is used to manage over $50 billion, everything from custom-tailored $100 million taxable accounts to $5 robo accounts with fractional shares.
We have helped firms move upmarket by offering industry-leading transition, customization and tax optimization services. And we have helped firms implement hyper-efficient delivery models that enable them to economically serve the emerging mass affluent — all with one system.
We are a dedicated team of financial engineers, mathematicians, software developers and visionaries working together to build the core of the emerging digital future of wealth advisory services. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.
30 Wealth Managers
40,000 End Clients
$324M Client Taxes Saved in 2021
"The biggest impact Smartleaf has made on my work as a PM is to let me spend less time trading and rebalancing and more time talking to clients, prospects and influencers. That, and the fact that I can tell my clients their portfolios are reviewed every day."
"It's very refreshing to work with a company that asks a ton of questions from the end user."
Smartleaf allows me to provide my clients more tax management and customization. Clients don’t usually care about the technology itself, but they do care about what it enables me to do for them.
Smartleaf’s service is so above and beyond anything we’ve seen before that I sometimes wonder if they realize they’re a "software vendor.