The market’s most advanced tax optimization and portfolio rebalancing platform
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 software platform is used to manage everything from custom-tailored $100MM taxable UMA 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.
bank, RIA and broker dealer clients
client taxes saved
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.