---
title: Thank You!
description: Thank you for reaching out to schedule an introductory call!
---

[![SAM-logo](https://f.hubspotusercontent10.net/hub/458110/hubfs/SAM%20Logo%20Blue.png?width=9230&height=3940&name=SAM%20Logo%20Blue.png "SAM-logo")](https://www.smartleafam.com/?hsLang=en)

**

# Thank You for Reaching Out!

Thank you for reaching out to schedule an introductory call. An associate will be in touch with you shortly.

We look forward to speaking with you soon!

## Our Story

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 about SAM's services [here](https://www.smartleafam.com/our-service?hsLang=en).

#### 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.  

[Learn More [fa icon="long-arrow-right"]](https://www.smartleafam.com/about-us?hsLang=en)

#### More Links

[Direct Index Models](https://www.smartleafam.com/direct-index-models-form?hsLang=en)  
[About ](http://smartleafam.com/about-us)  
[Contact](http://smartleafam.com/contact-us/)  
[Privacy Notice  
](http://smartleafam.com/privacy-notice)[Form ADV](https://adviserinfo.sec.gov/firm/summary/172273)

#### Contact Us

[fa icon="phone"]  857-366-9340

[fa icon="envelope"]  [sales@smartleafam.com](mailto:sales@smartleafam.com)

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

Boston, MA 02114

Copyright 2024

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