Smartleaf

Smartleaf Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

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.

Find Smartleaf employees' phone numbers or email addresses

Smartleaf Global Highlights

Location
Employees

North America
84

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  • United States Of America
    82
  • Canada
    1
  • Costa Rica
    1

Europe
2

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  • Belgium
    1
  • Italy
    1

Smartleaf's Leadership

  • Stylized image of a person
    R. T.
    Chief Architect
    Phone icon
  • Stylized image of a person
    D. N.
    Vice President Operations
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  • Stylized image of a person
    J. T.
    VP Operations
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  • Stylized image of a person
    O. S.
    Co-Founder And Chief Executive Officer
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  • Stylized image of a person
    G. M.
    President
    Phone icon
  • Stylized image of a person
    J. K.
    Small Business Owner
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  • Stylized image of a person
    R. M.
    Vp Operations
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  • Stylized image of a person
    D. G.
    Vp, Business Development
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Smartleaf Employee Metrics

100%
50%
0%
2024
2023
  • Engineering
  • Business Development
  • Operations
  • Information Technology
  • Program & Project Management
  • Other
  • Analytics
  • Marketing

Contact profiles from Smartleaf

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. M.
    President
    Phone icon
    United StatesMassachusetts
    Dec 03, 2024
  • Stylized image of a person
    J. K.
    Small Business Owner
    Phone icon
    United StatesMassachusetts
    Oct 21, 2024
  • Stylized image of a person
    O. S.
    Co-Founder And Chief Executive Officer
    Phone icon
    BelgiumBrussels Capital
    Oct 21, 2024
  • Stylized image of a person
    D. N.
    Vice President Operations
    Phone icon
    United StatesMassachusetts
    Dec 03, 2024
  • Stylized image of a person
    R. M.
    Vp Operations
    Phone icon
    United StatesMassachusetts
    Dec 03, 2024
  • Stylized image of a person
    J. T.
    VP Operations
    Phone icon
    United StatesMassachusetts
    Dec 03, 2024
  • Stylized image of a person
    D. G.
    Vp, Business Development
    Phone icon
    United StatesMassachusetts
    Oct 31, 2024
  • Stylized image of a person
    R. T.
    Chief Architect
    Phone icon
    United StatesMassachusetts
    Oct 22, 2024
  • Stylized image of a person
    S. M.
    Vp Engineering
    Phone icon
    United StatesMassachusetts
    Dec 03, 2024
  • Stylized image of a person
    A. L.
    Director Of Software Engineering
    Phone icon
    United StatesMassachusetts
    Dec 03, 2024

Frequently Asked Questions

What is Smartleaf known for?

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Smartleaf was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in One Bowdoin Square 10th Floor, Suite 1000 Boston, MA 02114 US; you can contact the main corporate office by phone at . Explore Smartleaf's company overview page for more information.

What is Smartleaf's most common email format?

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Smartleaf employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Smartleaf email formats with LeadIQ.

How many employees does Smartleaf have currently?

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Smartleaf has approximately 47 employees as of October 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are Smartleaf's key employees and leadership?

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As of October 2024, Smartleaf's key employees include:

  • Chief Architect: R. T.
  • Vice President Operations: D. N.
  • VP Operations: J. T.
  • Co-Founder And Chief Executive Officer: O. S.
  • President: G. M.

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