Company Information

Get to know Smartleaf Asset Management

Founded in 1999, Smartleaf provides a sophisticated SaaS (Software as a Service) platform that automates portfolio rebalancing and tax management. The company's mission is to enable wealth advisory firms to deliver highly customized and tax-efficient portfolio management at scale. By handling complex tasks like tax-loss harvesting, tax-sensitive rebalancing, and managing custom constraints, Smartleaf's platform allows financial advisors to focus on client relationships and growth rather than manual portfolio administration. They serve a wide range of clients, from large banks and TAMPs (Turnkey Asset Management Platforms) to independent Registered Investment Advisors (RIAs).

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Technology Software Trading PlatformPRIMARY
Financial Other Service

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Smartleaf Asset Management

United States

Founded in

2014 (12 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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Security Information

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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.