Smartleaf provides software and services that automate personalized, tax-optimized portfolio management for wealth advisors. Its SaaS platform and APIs let advisors create customized portfolios, including direct-index strategies, with tax management handled automatically through menu-driven choices and automation. This enables advisors to serve clients of all sizes without rebalancing or trading, and aims to show tax savings that can exceed the fees charged. By scaling automation and tax optimization, Smartleaf helps advisors focus on client relationships while managing over $50B across 200,000+ accounts with 1,200+ advisors.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Cambridge, Massachusetts
Founded
1999
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