Smartleaf

Smartleaf re-engineers portfolio management to enable wealth advisory firms to effortlessly deliver exceptional tax management and customization to every client, at unprecedented scale. Our software platform is used by some of the nation's largest firms to manage 50 billion in assets - everything from custom-tailored $66MM taxable UMA accounts to $5 robo accounts with fractional shares. We allow firms to move upmarket by offering industry-leading transition, customization and tax optimization services. And we help firms implement hyper-efficient delivery models to economically serve the emerging mass affluent - all with one system.