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Smartleaf is the market leading provider of automated portfolio rebalancing solutions. With the release of its Experience Engine (E2), Smartleaf is transforming the client experience, enabling wealth management firms to show each investor a personalized record of continuous oversight, rapid action and exceptional value. Smartleaf was founded in 1999 and is headquartered in Cambridge, MA.

30

bank, RIA and broker dealer clients

40,000

end clients

$175M

client taxes saved

Our Approach

Smartleaf applies advanced, institutional-grade analytics to the challenge of managing customized and tax-sensitive portfolios. We partner with our clients to help them deliver their highest standard of portfolio management to every one of their clients. We bring a fiduciary standard of care to our software and financial engineering development. Our mission is to improve investor outcomes by supporting unequaled levels of risk, expense and tax management.

Partial Client List

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