Smartleaf
Smartleaf re-engineers portfolio management to enable wealth-advisory firms to effortlessly deliver exceptional tax management and customization to clients, at unprecedented scale. Our software platfo...load more
Smartleaf's Basic Information
Industry
Financial Services
Headquarters
Boston, Georgia, United States
Website
Founded Year
1999
Headcount
11 - 50 ( View All )
Specialties
Overlay Portfolio Managementfintechrebalancingsolution consultingwealth managementportfolio management
Smartleaf's Competitors
Employee Insights
Smartleaf's Top Employees
Kristen Montana
Junior Business Development AND Project Management Associate
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Alaina Muchnick
Marketing AND Business Development Associate
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Aparna Dutta
Junior Product Management AND Technical Writing Associate
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Stefan Mitropolitsky
Vice President Engineering, INC
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Jim Taylor
Vice President Operations AT Smartleaf
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Frequently Asked Questions Regarding Smartleaf
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