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    Smartleaf Asset Management

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    Description

    • Smartleaf Asset Management(SAM) is a fully owned subsidiary of Smartleaf, Inc, a technology firm whose Overlay Portfolio Management System is used daily to rebalance $50B in assets at leading wealth management institutions. SAM is an SEC-Registered Investment Advisor that operates Smartleaf software to provide Core Portfolios, automated tax-managed, index-based separately managed accounts built to track an index while holding a limited number of equities.
    • location

      Headquarters:1 Bowdoin Street , Boston, Massachusetts, United States

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    • Smartleaf Asset Management phone

      Phone Number: +1 857-366-9340

    • Smartleaf Asset Management website

      Website: https://www.smartleafam.com

    • Smartleaf Asset Management employees

      Employees:7

    • Smartleaf Asset Management revenue

      Revenue:$1 - 10M

    • Smartleaf Asset Management legal name

      Legal Name:Smartleaf Asset Management

    • Smartleaf Asset Management's Social Media

      Smartleaf Asset Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 334112  |

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    Person level website identification

    President for Smartleaf Asset Management

    Gerard Michael

    President

    Person level website visitor identification

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    View Employees

    Gerard Michael

    President

    Ben Cutrell

    Portfolio Manager

    Frequently Asked Questions regarding Smartleaf Asset Management

    • Where are Smartleaf Asset Management's Headquarters?

      Smartleaf Asset Management's Headquarters are in 1 Bowdoin Street ,Boston,Massachusetts,United States

    • What is Smartleaf Asset Management's phone number?

      Smartleaf Asset Management's phone number is +1 857-366-9340

    • What is Smartleaf Asset Management's official website?

      Smartleaf Asset Management's official website is https://www.smartleafam.com

    • What is Smartleaf Asset Management's Revenue?

      Smartleaf Asset Management's revenue is $1 - 10M

    • What is Smartleaf Asset Management's NAICS code?

      Smartleaf Asset Management's NAICS code is 334112

    • How many employees are working in Smartleaf Asset Management

      Smartleaf Asset Management has 7 employees

    • What is Smartleaf Asset Management's Industry?

      Smartleaf Asset Management is in the industry of Financial Services

    • Who is Smartleaf Asset Management's President?

      Smartleaf Asset Management's President is Gerard Michael

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