Daniel Hagerty

Toolsmith at Smartleaf - Boston, MA, US

Daniel Hagerty's Colleagues at Smartleaf
Eyal Brosh

QA Engineer

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John Vigliotti

Implementation Project Manager

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Phanindra Dodda

Summer Intern

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Matthew Sullivan

Client Operations Co-op

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Elizabeth Burgess

Marketing & Business Development Associate

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Long Pham

Software Developer Co-op

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Rebecca Willis

Marketing Communications Associate

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Daniel Hagerty's Contact Details
Email (Verified)
***@smartleaf.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
617-453-0714
Location
Cambridge,Massachusetts,United States
Company
Smartleaf
Daniel Hagerty's Company Details
Smartleaf logo, Smartleaf contact details

Smartleaf

Boston, MA, US • 50 - 99 Employees
SaaS

Smartleaf re-engineers portfolio management to enable wealth-advisory firms to effortlessly deliver exceptional tax management and customization to clients, at unprecedented scale. Our software platform is used by some of the nation's largest TAMPs, bank trusts and RIAs to manage everything from custom-tailored $66MM taxable UMA accounts to $5 robo accounts with fractional shares.We allow firms to move upmarket by offering industry-leading transition, customization and tax optimization services. And we help firms implement hyper-efficient delivery models to economically serve the emerging mass affluent — all with one system.We are a dedicated team of financial engineers, mathematicians, software developers and visionaries working together to provide innovative technology that powers the future of wealth advisory services. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.

Overlay Portfolio Management fintech rebalancing solution consulting wealth management portfolio management SaaS Financial Advisory Services Financial Services
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Frequently Asked Questions about Daniel Hagerty
Daniel Hagerty currently works for Smartleaf.
Daniel Hagerty's role at Smartleaf is Toolsmith.
Daniel Hagerty's email address is ***@smartleaf.com. To view Daniel Hagerty's full email address, please signup to ConnectPlex.
Daniel Hagerty works in the Financial Services industry.
Daniel Hagerty's colleagues at Smartleaf are Eyal Brosh, John Vigliotti, Phanindra Dodda, Matthew Sullivan, Elizabeth Burgess, Long Pham, Rebecca Willis and others.
Daniel Hagerty's phone number is 617-453-0714
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