Nicholas Bacskai

Financial Engineering Intern at Smartleaf - Boston, MA, US

Nicholas Bacskai's Colleagues at Smartleaf

Grant P.

Client Operations Associate

Contact Grant P.

Camille Mercado

Business Development Representative

Contact Camille Mercado

John Vigliotti

Implementation Project Manager

Contact John Vigliotti

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Nicholas Bacskai'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

Company
Smartleaf

Nicholas Bacskai's Company Details

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 Nicholas Bacskai

Nicholas Bacskai currently works for Smartleaf.

Nicholas Bacskai's role at Smartleaf is Financial Engineering Intern.

Nicholas Bacskai's email address is ***@smartleaf.com. To view Nicholas Bacskai's full email address, please signup to ConnectPlex.

Nicholas Bacskai works in the Financial Services industry.

Nicholas Bacskai's colleagues at Smartleaf are Julie Kuhn, Zenith Hakemy, Grant P., Camille Mercado, Daniel Hagerty, Eyal Brosh, John Vigliotti and others.

Nicholas Bacskai's phone number is 617-453-0714