Smartleaf

Financial ServicesMassachusetts, United States51-200 Employees

Smartleaf is a financial services company headquartered in Boston, Massachusetts, with 51-200 employees and a website at smartleaf.com. The company offers a software as a service platform and APIs that enable wealth advisors to deliver personalized, tax-optimized portfolios and to automate rebalancing and trading. Its platform is used by more than 1,200 advisors to manage over $50 billion across more than 200,000 accounts, serving a range from large, custom-tailored taxable accounts to smaller accounts with fractional shares. Smartleaf Asset Management LLC (SAM), its RIAs subsidiary, announced in 2025 a strategic partnership with Choreo, LLC, in which SAM will subadvise and manage daily review, rebalancing, and trading for Choreo Tax Advantage accounts. In 2024, Smartleaf launched a private LLM (SLLLM) trained on transcripts of advisor-client conversations, and announced Zoe Financial as a new client.

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