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Gerard Michael

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

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

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

First Western Trust Chooses Smartleaf to Enrich Its Boutique Wealth Management Offering

First Western Trust leverages Smartleaf to offer clients the highest level of ...
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Gerard Michael

Smartleaf Introduces Automated Household-Level Rebalancing at User Group

Smartleaf unveiled its upcoming automated household rebalancing functionality at the ...
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Gerard Michael

Smartleaf Powers High Service, High Growth Strategy for Altium Wealth

Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations ...
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Gerard Michael

Smartleaf Announces the Release of NexGen Social Screens

Smartleaf expands its social screen list in response to evolving investor demands
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Vasyl Soloshchuk

Smartleaf Featured in WealthTech Club

Gerard Michael, Co-Founder and President of Smartleaf, was featured in WealthTech Club's ...
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Victor Pollaci

Raptor Trading System Announces Successful Trading Platform Integration with Smartleaf

Raptor Trading Systems and Smartleaf successfully integrate their systems to create an ...
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Gerard Michael

AdvisorEngine Enhances Rebalancing and Trading Capabilities, Integrates With Smartleaf

Smartleaf automated intelligent rebalancing is now available to AdvisorEngine clients at ...
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