Our Story

Smartleaf Asset Management ("SAM") is a fully owned subsidiary of Smartleaf, Inc, an overlay portfolio management provider whose Overlay Portfolio Management System is used daily to rebalance $50B in assets at leading wealth management institutions. SAM is an SEC-Registered Investment Advisor that operates Smartleaf software to provide Smartleaf Core Portfolios ("SCPs"), automated tax-managed, index-based separately managed accounts built to match an index's risk factors while holding a limited number of equities.