Smartleaf

Programmatic Account and Household Portfolio Management

Financial Services & Banking · 11–50 employees · Boston, MA

Hiring record

How Smartleaf hires

Not rated yet. Too few open roles to say how it hires. We rate an employer once it has enough openings for the share to mean something.

Open now: 2

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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.

Specialties

Automated Tax Management
Easy Direct Indexes
Model Distribution Services
Advanced Householding
Automated Cash Management
Automated Implementation of Religious Values & ESG Screens

From Smartleaf’s LinkedIn page, matched to the employer’s own website.

Industry: Financial Services & Banking
Company size: 11–50 employees
Headquarters: Boston, MA
Founded: 1999

Open jobs at Smartleaf

2 open jobs

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Smartleaf

How Smartleaf hires

Open jobs at Smartleaf

Systems Administrator

Technical Product Manager