Smartleaf Asset Management

Financial Services - Cambridge, MA, US

Smartleaf Asset Management Employees
Wei Zhang

Senior Financial Analyst

Contact Wei Zhang

Ben Cutrell

Portfolio Manager

Contact Ben Cutrell

Diana Neuss

Chief Compliance Officer

Contact Diana Neuss

D Ritter

Chief Security Officer

Contact D Ritter

Dan Ritter

Chief Security Officer

Contact Dan Ritter

Anish Shah

Financial Engineering

Contact Anish Shah

Mohammad Heidari

Operations Officer

Contact Mohammad Heidari

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Smartleaf Asset Management Details

Smartleaf Asset Management("SAM") is a fully owned subsidiary of Smartleaf, Inc, a technology firm whose Overlay Portfolio Management System is used daily to rebalance $50B in assets at leading wealth management institutions. SAM is an SEC-Registered Investment Advisor that operates Smartleaf software to provide Core Portfolios, automated tax-managed, index-based separately managed accounts built to track an index while holding a limited number of equities.

Smartleaf Asset Management logo, Smartleaf Asset Management contact details
Website: smartleafam.com
Employees: 10 - 19
HQ: N/A
Location: Cambridge, MA, US
Revenue: 1 - 2.5 Million
Robo-rebalancing Core portfolios Tax Managed Investing Indexing
Smartleaf Asset Management Technologies
Widgets

Facebook Widget

Marketing Automation

Hubspot

CMS

WordPress.org

Tag Management

Google Tag Manager

Social Login

Linkedin Login

Other

Mobile Friendly

View All Technologies Used At Smartleaf Asset Management
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