Smartleaf

Smartleaf was founded to make it possible for all investors to get the level of portfolio oversight and customization that once was the exclusive preserve of the ultra wealthy. Our goal is to free advisors from constraints that limit their ability to serve clients as well as they’d like. And by enabling wealth management without compromise, we aim to help advisors shift client focus from an unreliable promise of high returns to expert management of risk, tax and costs.

We are a unique and dedicated team of financial engineers, mathematicians, software developers and visionaries working together to democratize wealth management. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.