Gerard Michael September 29, 2026

Hold Us to It: Notes from the 2026 Smartleaf & SAM Summit

At our recent user conference, we asked clients to hold us to our mission. Here's where ...

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Gerard Michael July 30, 2025

Case Study: How Cheetah + Smartleaf deliver better service at scale for Peak Trust and its clients

The Challenge: Manual processes, system inefficiencies The Solution: Choosing Cheetah and ...

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Gerard Michael January 16, 2025

Smartleaf's Top Blog Posts of 2024

Our top blogs of 2024 by reader popularity: sleeves are bad, direct indexes make sense ...

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Gerard Michael July 25, 2024

From Smartleaf's Knowledge Center: Direct Indexing

We share an extract from our Knowledge Center. Is managing direct indexes a lot harder ...

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Gerard Michael May 09, 2024

Zoe Financial selects Smartleaf for Personalized, Tax-Optimized Rebalancing

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Gerard Michael March 21, 2024

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 February 01, 2024

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 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 January 05, 2023

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 November 15, 2022

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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