Smartleaf
Financial Services • 
Boston, Massachusetts, United States • 51-100 Employees
Company overview
| Headquarters | One Bowdoin Square, 10th Floor, Suite 1000, Boston, MA 02114, US |
| Phone number | +16174915556 |
| Website | |
| NAICS | 52 |
| SIC | 737 |
| Keywords | Automated Cash Management, Advanced Householding, Automated Tax Management, Easy Direct Indexes, Model Distribution Services |
| Founded | 1999 |
| Employees | 51-100 |
| Socials |
Key Contacts at Smartleaf
Robey Nejame
Director Of Sales
Ana Licuanan
Director Of Software Engineering
Smartleaf Email Formats
Smartleaf uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 48.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 48.2% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 24.1% |
{first name}@company.com | john@company.com | 12.4% |
{last name}.{first name}@company.com | doe.john@company.com | 8.9% |
{first name}{last name}@company.com | johndoe@company.com | 6.4% |
About Smartleaf
Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple. So simple that wealth advisors can offer every client, of every size, the highest level of personalization and tax management; so simple that working with direct indexes is as easy as working with ETFs; so simple that advisors spend zero time rebalancing and trading portfolios. And so effective that wealth advisors who use our service can, for most of their clients, documentably save or defer more in taxes than they charge in fees. With Smartleaf, customization and tax-management options are simply choices on pull-down menus, and implementation is automated. Advisors spend zero time rebalancing and trading portfolios, freeing them to focus on clients. Our software as a service (SaaS) application and APIs are used by more than 1,200 advisors to manage over $50 billion across more than 200,000 accounts, everything from custom-tailored $100 million taxable accounts to $5 robo accounts with fractional shares.
Smartleaf revenue & valuation
| Annual revenue | $11,000,000 |
| Revenue per employee | $204,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $35,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Smartleaf has 27 employees across 6 departments.
Departments
Number of employees
Funding Data
Smartleaf has never raised funding before.
Smartleaf Tech Stack
Discover the technologies and tools that power Smartleaf's digital infrastructure, from frameworks to analytics platforms.
Cookie compliance
Security
CMS
JavaScript libraries
JavaScript libraries
Maps
JavaScript libraries
CDN
JavaScript libraries
Analytics
Advertising
Miscellaneous
France
Germany
United Kingdom
Australia
Korea, Republic ofFrequently asked questions
4.8
40,000 users
