Company Information

Get to know Smartleaf

Founded in 1999, Smartleaf, Inc. is a financial technology company that specializes in providing automated portfolio rebalancing solutions. Their core product is a sophisticated software-as-a-service (SaaS) platform designed for wealth advisory firms, TAMPs, and broker-dealers. The platform enables these institutions to manage client portfolios at scale, offering ultra-high levels of customization, direct indexing, and advanced tax management strategies like tax-loss harvesting. Smartleaf's mission is to empower financial advisors to deliver exceptionally personalized and tax-efficient investment management to their clients with greater efficiency.

Industry

Technology Software DevelopmentPRIMARY
Financial Banking
Financial Other Service

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Smartleaf

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.