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Begin Here. Go Anywhere.

Get started on the HubSpot COS with this simple, powerful theme. Customize your site with drag-and-drop modules or code it by hand. Once you get started, there's no telling where you might go.

Available to Investment Professionals on Interactive Brokers

Personalized & Tax-Optimized

Portfolios Made Simple

Manage every portfolio without compromise. Spend more time with clients.

Expert Tax Management Sophisticated TransitionESG/SRI ScreensOpen Architecture Unified Managed Account (UMA)Direct IndexesDocumented Tax SavingsUnified Managed Householding (UMH)Your Asset AllocationYour Product Choices

Demo Video: The Advisor Portal

See how simple portfolio personalization can be.

In 2022, the clients of Smartleaf Asset Management users saved or deferred an average 2.86% in taxes

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.

How Does Fintech Enable Advisors to Deliver Personalized Portfolios and a Differentiated Client Experience at Scale?

A webinar with Principal ®

About Us

Smartleaf Asset Management was founded in 2014 to offer wealth management that leverages the sophisticated tax, risk and customization analytics of its parent company, Smartleaf.

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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

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