Robey NeJame

Account Executive at Smartleaf - Boston, MA, US

Robey NeJame's Colleagues at Smartleaf
Nicholas Ragaglia

Business Development Co-op

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Tyler Mingalone

Technical Project Coordinator

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Amelia Matton

Client Operations Manager

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Melissa Fitzgerald

Client Services Project Manager

Contact Melissa Fitzgerald

Matt Grippo

UX Designer

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Nikolas Winters

Business Development Co-op

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Sean Baron

junior software engineer

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Robey NeJame'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
Robey NeJame'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 Robey NeJame
Robey NeJame currently works for Smartleaf.
Robey NeJame's role at Smartleaf is Account Executive.
Robey NeJame's email address is ***@smartleaf.com. To view Robey NeJame's full email address, please signup to ConnectPlex.
Robey NeJame works in the SaaS industry.
Robey NeJame's colleagues at Smartleaf are Nicholas Ragaglia, Tyler Mingalone, Amelia Matton, Melissa Fitzgerald, Matt Grippo, Nikolas Winters, Sean Baron and others.
Robey NeJame's phone number is 617-453-0714
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