Smartleaf has reimagined the way portfolios are managed, enabling wealth advisory firms to provide every client of every size the highest levels of customization and tax management. With Smartleaf, customization and tax-management options are simply choices on pull-down menus, and implementation is automated. Client-facing advisors spend zero time rebalancing and trading portfolios, freeing them to focus on clients. Our solution is used to manage over $50 billion, everything from custom-tailored $100 million taxable accounts to $5 robo accounts with fractional shares.

We have helped firms move upmarket by offering industry-leading transition, customization and tax optimization services, and we have helped firms implement hyper-efficient delivery models that enable them to economically serve the emerging mass affluent — all with one system.

We are a dedicated team of financial engineers, mathematicians, software developers and visionaries working together to build the core of the future of wealth advisory services. We bring a fiduciary standard of care to all that we do and are devoted to doing things right.