Smartleaf

Smartleaf is the market leading provider of automated portfolio rebalancing solutions. Smartleaf applies advanced, institutional grade analytics to address the needs of individual investors, as well as institutions looking for customized portfolios. With the release of its Experience Engine (E2), Smartleaf is transforming the client experience, enabling wealth management firms to show each investor a personalized record of continuous oversight, meticulous care and exceptional value. Smartleaf helps wealth management institutions grow by streamlining the way they manage customized investment accounts. We offer an overlay portfolio management solution currently used to oversee more than $50 Billion in assets. Banks using Smartleaf have lowered the dispersion of their investment accounts by 60%, reduced client tax burden by more than 75% and implemented their investment ideas up to 10 times faster. Smartleaf was founded in 1999 and is headquartered in Cambridge, MA.