Background

Finance Awards 2018

Smartleaf Inc

Smartleaf Inc is one of the 2018 winners of Finance Awards at Wealth & Finance.

Scroll
Award Logo Circle Circle

About Smartleaf Inc

Most Innovative Wealth Management Fintech Company – USA

Smartleaf has reimagined and re-engineered the way portfolios are managed, enabling wealth advisory firms to deliver ultra-high levels of customization and optimized tax management at an unprecedented scale. Our software platform is used to manage everything from custom-tailored $100MM taxable UMA accounts to $5 robo accounts with fractional shares. We have helped firms move upmarket by offering industry-leading transition, customization and tax optimization services. And we have helped firms implement hyper-efficient delivery models that enable them to economically serve the emerging mass affluent — all with one system.
Visit Website

Other Awards You Might Like
Arrow

Wealth & Finance International is part of AI Global Media

Discover our 10+ brands covering different sectors
APAC InsiderBUILD MagazineCorporate VisionEU Business NewsGHP NewsAcquisition InternationalNew World ReportMEA MarketsCEO MonthlySME NewsLUXlife MagazineInnovation in BusinessThe Business Concept