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    Gerard Michael

    Smartleaf Announces that its platform has been selected by Zoe Financial to Deliver Personalized, Tax-optimized Rebalancing

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    Gerard Michael

    Why Smartleaf Isn't Right for Everyone

    We enable wealth management advisors to do a lot more for their clients. But we're not ...
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    Gerard Michael

    Smartleaf's Top Blog Posts of 2023

    Our top blog posts of 2023: a study on the tax efficiency of direct indexes vs comparable ...
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    Gerard Michael

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

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

    Smartleaf's Top Blog Posts of 2022

    Our top blog posts of 2022: a demo of our advisor portal, a case study on saving your ...
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    Gerard Michael

    Case Study: Altium Wealth Management Saved 68% of Their Clients More in Taxes Than Their Clients Paid in Fees.

    What if you could demonstrably save your clients more in taxes than you charge in fees?
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    Gerard Michael

    [Demo Video] Smartleaf's Advisor Portal

    A six minute demo of Smartleaf's Advisor Portal.
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    Gerard Michael

    Smartleaf: Personalized & Tax-Optimized Portfolios Made Simple

    An overview of what we do, how we do it, and what makes us different.
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    Gerard Michael

    Wealth Advisor Case Study: Smartleaf, Transformation and Growth

    A Q&A with a wealth advisor about how Smartleaf transformed their business
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    Gerard Michael

    We’re Not a Rebalancing System

    How Smartleaf differs from ordinary rebalancing systems.
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