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Smartleaf Asset Management

9 employees

Smartleaf Asset Management automated re-balancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale.

Basic info

financial services

Unlimited customization requests

Indexing

Robo-rebalancing

Optimized tax management

Unified managed householding

Core portfolios

Direct indexing

Advanced cash management

Model distribution services

Tax Managed Investing

Religious values/ESG screens

2014