Interview with RIA Channel

Smartleaf Asset Management: A New Kind Of Subadvisor

Our president, Gerard Michael, joined Julie Cooling, Founder & CEO, of RIA Channel, to discuss what sets Smartleaf apart from other subadvisors, and how advisors can leverage Smartleaf’s platform to deliver scalable customization and tax management to their clients.

About Us

Smartleaf Asset Management LLC (SAM) is a fully owned subsidiary of Smartleaf, Inc, whose automated rebalancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale. SAM is an SEC-Registered Investment Advisor that operates Smartleaf Inc. software to automate unified managed account rebalancing and trade execution services.  

Learn More [fa icon="long-arrow-right"]

More Links

Privacy Notice
Form ADV

Contact Us

[fa icon="phone"]  857-366-9340

[fa icon="envelope"]  sales@smartleafam.com

[fa icon="home"] One Bowdoin Square, 10th Floor

      Boston, MA 02114

[fa icon="linkedin-square"] Linkedin 
Copyright 2020
[fa icon="chevron-up"]