Victor Pollaci

Director of Product Management at Smartleaf - Boston, MA, US

Victor Pollaci's Contact Details
HQ
617-453-0714
Location
Somerville, Massachusetts
Company
Smartleaf
Victor Pollaci'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 Victor Pollaci
Victor Pollaci currently works for Smartleaf.
Victor Pollaci's role at Smartleaf is Director of Product Management.
Victor Pollaci's email address is ***@smartleaf.com. To view Victor Pollaci's full email address, please signup to ConnectPlex.
Victor Pollaci works in the SaaS industry.
Victor Pollaci's colleagues at Smartleaf are Robey NeJame, Nicholas Ragaglia, Tyler Mingalone, Amelia Matton, Melissa Fitzgerald, Matt Grippo, Nikolas Winters and others.
Victor Pollaci's phone number is 617-453-0714
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