Smartleaf

Smartleafs software and services make managing personalized, tax-optimized portfolios simple. So simple that wealth advisors can offer every client, of every size, the highest level of personalization and tax management; so simple that working with direct indexes is as easy as working with ETFs; so simple that advisors spend zero time rebalancing and trading portfolios. And so effective that wealth advisors who use our service can, for most of their clients, documentably save or defer more in taxes than they charge in fees. With Smartleaf, customization and tax-management options are simply choices on pull-down menus, and implementation is automated. Advisors...

Automated tax management,easy direct indexes,model distribution services,advanced householding,automated cash management,and automated implementation of religious values & esg screens

Smartleaf operates in the Financial services industry.

Smartleaf's revenue is 11m - 100m

Smartleaf has 11 - 50 employees.