In 2025, the clients of Smartleaf users saved or deferred an average 2.72% in taxes.
Our 2025 Taxes Saved numbers are in!
Smartleaf's account- and household-level Estimated Taxes Saved or Deferred Reports enable advisors to document the value they're adding through automated tax management for each account and household
Last year, the average client of Smartleaf users saved or deferred taxes equal to 2.72% of the value of assets that were actively tax-managed.1
That’s more than most advisors charge in fees. We conducted a case study together with a Smartleaf client. “What percentage of accounts had tax savings or deferrals greater than their fees?"
The answer: 68% of their accounts saved or deferred more in taxes than paid in fees, with that number rising to 90% on a dollar-weighted basis. Learn more in the full case study here.
The total taxes saved in 2025 was $902,181,179. Here are just a few things you could buy with those savings (2026 Winter Olympics edition):
7,845 flights on a roundtrip private jet from NYC to Milan
18,795,441 Tina the Mascot 27cm plushies
171,517 2026 Ralph Lauren opening ceremony outfits
392,252 gold, 644,415 silver or 161,103,782 bronze 2026 Winter Olympic medals
To learn more about our Estimated Taxes Saved or Deferred Reports, don’t hesitate to contact us. Find more information about Smartleaf's Estimated Taxes Saved or Deferred Reports and broader tax management functionality here.
1 Actively tax-managed assets = US listed mutual funds, ETFs, ADRs and equities.
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