Nicholas Ragaglia

Business Development Co-op at Smartleaf - Boston, MA, US

Nicholas Ragaglia's Colleagues at Smartleaf

Tyler Mingalone

Technical Project Coordinator

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Amelia Matton

Client Operations Manager

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Melissa Fitzgerald

Client Services Project Manager

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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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Nicholas Ragaglia'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

Company
Smartleaf

Nicholas Ragaglia'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 Ragaglia

Nicholas Ragaglia currently works for Smartleaf.

Nicholas Ragaglia's role at Smartleaf is Business Development Co-op.

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

Nicholas Ragaglia works in the SaaS industry.

Nicholas Ragaglia's colleagues at Smartleaf are Tyler Mingalone, Amelia Matton, Melissa Fitzgerald, Matt Grippo, Nikolas Winters, Sean Baron, Carl Alexander and others.

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