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.



Wealth Managers



End Clients

Client Taxes Saved


Client Taxes Saved in 2020