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).

Founded in

United States