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Smartleaf Asset Management Logo
Smartleaf Asset Management CB Rank
1301961
Heat Score
32
Smartleaf Asset Management automated re-balancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale.
Founded
obfuscation
Private Boston, Massachusetts, United States1-10 www.smartleafam.com/
Overview

Smartleaf Asset Management
Heat Score
32

Growth Score
pts
in past quarter
Heat Score 32
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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About Smartleaf Asset Management

CB Rank
1301961
Smartleaf Asset Management automated re-balancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale.
Founded
obfuscation
Private Boston, Massachusetts, United States1-10 www.smartleafam.com/

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number 857-366-9340
Contact Email sales@smartleafam.com
Predictions & Insights

Products & Services

SAM Sub-Advisory Service
A sub-advisory service that automates portfolio management with direct indexing and tax optimization for wealth managers.
SAM Advisor Portal
A web-based dashboard for advisors to customize, monitor, and manage client portfolios using SAM's platform.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 8

Employee Profiles

News

News and Press

News•Aug 28, 2025
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News•Mar 4, 2025
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News•Oct 24, 2024
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News•Jan 9, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$216KThis year, Smartleaf Asset Management is projected to spend $216K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Payroll Engine Logo
Payroll Engine
78

Active Website Tech Count

6Smartleaf Asset Management is actively using 6 technologies for its website, according to BuiltWith. These include DNSSEC, LetsEncrypt, and  Apache.
Sub-Organizations
Frequently Asked Questions

Where is Smartleaf Asset Management's headquarters? Smartleaf Asset Management is located in Boston, Massachusetts, United States.Who are Smartleaf Asset Management's competitors? Alternatives and possible competitors to Smartleaf Asset Management may include Zoe Financial, Orion Advisor Solutions, and  Smartleaf.
Who We Are
What We Do
Helpful Links
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