Smartleaf is a fintech company providing automated portfolio rebalancing and overlay portfolio management technology to wealth management firms. Founded in 1999 and based in Boston, the company's platform enables financial advisors to deliver personalized, tax-optimized investment portfolios at scale. Its technology handles a core set of technical domains including automated rebalancing, tax optimization, direct indexing, and real-time trade coordination.
The company's primary product is an Overlay Portfolio Management Technology Platform. This system automates complex portfolio management tasks such as rebalancing and tax-loss harvesting, allowing wealth management firms to offer customized portfolios to a large client base. The platform currently handles over $90 billion in assets under management.
Smartleaf operates within the wealth management and financial advisory sectors, providing the technical infrastructure for firms to implement sophisticated investment strategies efficiently.
