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.

Founded in

United States