Tyler Mingalone

Technical Project Coordinator at Smartleaf - Boston, MA, US

Tyler Mingalone's Colleagues at Smartleaf
Amelia Matton

Client Operations Manager

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Melissa Fitzgerald

Client Services Project Manager

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Matt Grippo

UX Designer

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Nikolas Winters

Business Development Co-op

Contact Nikolas Winters

Sean Baron

junior software engineer

Contact Sean Baron

Carl Alexander

systems engineer

Contact Carl Alexander

Jim Taylor

VP Operations

Contact Jim Taylor

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Tyler Mingalone'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
Malden, Massachusetts, United States
Company
Smartleaf
Tyler Mingalone'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 Tyler Mingalone
Tyler Mingalone currently works for Smartleaf.
Tyler Mingalone's role at Smartleaf is Technical Project Coordinator.
Tyler Mingalone's email address is ***@smartleaf.com. To view Tyler Mingalone's full email address, please signup to ConnectPlex.
Tyler Mingalone works in the SaaS industry.
Tyler Mingalone's colleagues at Smartleaf are Amelia Matton, Melissa Fitzgerald, Matt Grippo, Nikolas Winters, Sean Baron, Carl Alexander, Jim Taylor and others.
Tyler Mingalone's phone number is 617-453-0714
See more information about Tyler Mingalone