Gerard Michael May 09, 2024

Zoe Financial selects Smartleaf for Personalized, Tax-Optimized Rebalancing

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Gerard Michael March 28, 2024

2023 Taxes Saved or Deferred Report

In 2023, the clients of Smartleaf users saved or deferred an average 1.94% in taxes.

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Gerard Michael October 31, 2023

Smartleaf Surpasses $50 Billion in AUM, Cementing Its Direct Indexing and Rebalancing Leader Role

Smartleaf announced its total assets under management have now exceeded $50 billion. This ...

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Gerard Michael August 03, 2023

Bob Veres of Inside Information: Smartleaf Made a Splash at T3 Conference

Bob Veres of Inside Information describes Smartleaf in his summary of the Spring T3 ...

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Gerard Michael January 19, 2022

CircleBlack and Smartleaf Partner to Provide an Integrated Management Solution to Benefit Both Firms’ Clients

The combined offering provides a unified wealth management platform with a highly ...

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Gerard Michael February 04, 2021

SAM, from Smartleaf

SAM (Smartleaf Asset Management) announces automated sub-advisory rebalancing service for ...

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Gerard Michael October 08, 2020

Smartleaf Launches New Low Cost Direct Indexes with Alpha Vee Partnership

Smartleaf partners with Alpha Vee to provide direct index models to Smartleaf’s clients ...

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Gerard Michael August 20, 2020

Introducing Smartleaf Automated UMH Rebalancing

Smartleaf adds support for automated household-level account management

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Gerard Michael May 14, 2020

Smartleaf Launches New Direct Indexes with IDX Insights Partnership

Smartleaf partners with IDX Insights to deliver a broad range of direct index models to ...

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Gerard Michael February 21, 2020

What's Next for Smartleaf: The Smartleaf Advisor Portal

Smartleaf is expanding its mission beyond scalable customization: helping advisors and ...

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