Matt Grippo

UX Designer at Smartleaf - Boston, MA, US

Matt Grippo's Colleagues at Smartleaf
Nikolas Winters

Business Development Co-op

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Sean Baron

junior software engineer

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Carl Alexander

systems engineer

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Jim Taylor

VP Operations

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Zoe(Mengjia) Ding

Software Development Co - op

Contact Zoe(Mengjia) Ding

Joshua Pereira

Software Developer

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Nicholas Bacskai

Financial Engineering Intern

Contact Nicholas Bacskai

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Matt Grippo'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
Boston, Massachusetts, United States
Company
Smartleaf
Matt Grippo'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
Details about Smartleaf
Frequently Asked Questions about Matt Grippo
Matt Grippo currently works for Smartleaf.
Matt Grippo's role at Smartleaf is UX Designer.
Matt Grippo's email address is ***@smartleaf.com. To view Matt Grippo's full email address, please signup to ConnectPlex.
Matt Grippo works in the SaaS industry.
Matt Grippo's colleagues at Smartleaf are Nikolas Winters, Sean Baron, Carl Alexander, Jim Taylor, Zoe(Mengjia) Ding, Joshua Pereira, Nicholas Bacskai and others.
Matt Grippo's phone number is 617-453-0714
See more information about Matt Grippo