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    Smartleaf

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    Description

    • 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.
    • location

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

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    • Smartleaf phone

      Phone Number: +1 617-453-0714

    • Smartleaf website

      Website: https://www.smartleaf.com

    • Smartleaf employees

      Employees:34

    • Smartleaf revenue

      Revenue:$1 - 10M

    • Smartleaf legal name

      Legal Name:Smartleaf

    • Smartleaf's Social Media

      Smartleaf linkedin Smartleaf facebook Smartleaf twitter
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    CEO for Smartleaf

    Olga Sukha

    Co-Founder And Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Neil Khoury

    President

    Diana Neuss

    Vice President Operations

    Stefan Mitropolitsky

    Vice President Engineering, Inc

    Jim Taylor

    Vice President Operations

    Robert Mckinley

    Vice President Operations

    Frequently Asked Questions regarding Smartleaf

    • Where are Smartleaf's Headquarters?

      Smartleaf's Headquarters are in 1 Bowdoin Square ,Boston,Massachusetts,United States

    • What is Smartleaf's phone number?

      Smartleaf's phone number is +1 617-453-0714

    • What is Smartleaf's official website?

      Smartleaf's official website is https://www.smartleaf.com

    • What is Smartleaf's Revenue?

      Smartleaf's revenue is $1 - 10M

    • What is Smartleaf's NAICS code?

      Smartleaf's NAICS code is 523110

    • How many employees are working in Smartleaf

      Smartleaf has 34 employees

    • What is Smartleaf's Industry?

      Smartleaf is in the industry of Financial Services

    • Who is Smartleaf's CEO?

      Smartleaf's CEO is Olga Sukha

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