What departments does Smartleaf have?

Smartleaf has employees across 10 departments including Operations, Engineering, Marketing, Sales, Program & Project Management.

What is the largest department at Smartleaf?

The largest department at Smartleaf is Engineering with 14 employees.

Where are Smartleaf employees located globally?

Smartleaf has employees across 2 continents and 2 countries including Switzerland, United States Of America.

How has Smartleaf's team size changed over time?

Smartleaf's team has decreased from approximately 70 to 53 employees based on available data.

Smartleaf Employee Directory

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.

Smartleaf Global Highlights

North America
65

United States Of America
65

Europe
1

Switzerland
1

Smartleaf's Leadership

D. N.
Vice President Operations
Mobile Phone
Email
S. M.
Vp Engineering
Mobile Phone
Email
R. M.
Vp Operations
Mobile Phone
Email
B. L.
Vice President Sales & Marketing
Mobile Phone
Email
G. M.
President
Mobile Phone
Email
D. R.
Owner
Mobile Phone
Email
R. N.
Director Of Sales
Mobile Phone
Email
J. H.
Director
Mobile Phone
Email

Smartleaf Employee Metrics

100%

50%

0%

2026

2025

Engineering
Business Development
Operations
Information Technology
Program & Project Management
Other
Analytics
Marketing
Product Management
Banking
Business
Entrepreneurship

Contact profiles from Smartleaf

Name

Title

Contact Info

Location

Last Update

G. M.
President
Mobile Phone
Email
Jun 06, 2026
D. R.
Owner
Mobile Phone
Email
Jul 15, 2025
D. N.
Vice President Operations
Mobile Phone
Email
United StatesMassachusetts
Sep 02, 2025
S. M.
Vp Engineering
Mobile Phone
Email
United StatesMassachusetts
May 29, 2024
R. M.
Vp Operations
Mobile Phone
Email
United StatesMassachusetts
May 15, 2026
B. L.
Vice President Sales & Marketing
Mobile Phone
Email
May 26, 2026
R. N.
Director Of Sales
Mobile Phone
Email
United StatesMassachusetts
May 30, 2026
J. H.
Director
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
M. H.
Director Of Financial Engineering
Mobile Phone
Email
United StatesMassachusetts
Apr 21, 2025
A. L.
Director Of Software Engineering
Mobile Phone
Email
United StatesMassachusetts
Apr 13, 2026

Frequently Asked Questions

What is Smartleaf known for?

Smartleaf was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in Boston, Massachusetts 02114 United States; you can contact the main corporate office by phone at

+1-617-453-****

. Explore Smartleaf's company overview page for more information.

What is Smartleaf's most common email format?

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?

Smartleaf has approximately 58 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Smartleaf's key employees and leadership?

As of June 2026, Smartleaf's key employees include:

Vice President Operations: D. N.
Vp Engineering: S. M.
Vp Operations: R. M.
Vice President Sales & Marketing: B. L.
President: G. M.

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Smartleaf Employee Directory

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