# Smartleaf

Smartleaf provides automated portfolio rebalancing and overlay portfolio management technology that enables wealth management firms to deliver personalized, tax-optimized investment portfolios at scale.

Source: https://himalayas.app/companies/smartleaf

## Company facts

| Fact | Value |
| --- | --- |
| Founded | 1999 |
| CEO | Gerard Michael |
| Employees | 11-50 |
| Markets | Fintech, Wealth Management, Portfolio Management, Investment Management, Tax Optimization, Direct Indexing, Financial Services, Asset Management, SaaS, and Technology Advisory |
| Employee locations | United States |
| Website | [smartleaf.com](https://smartleaf.com?utm_source=himalayas.app&utm_medium=himalayas.app&utm_campaign=himalayas.app&ref=himalayas.app&source=himalayas.app) |

## FAQs

### Which countries does Smartleaf have remote employees in?

Smartleaf has employees in United States.

### What benefits does Smartleaf offer?

Smartleaf lists [2 benefits](https://himalayas.app/companies/smartleaf/benefits): Comprehensive Health Insurance and Generous Benefits Package.

### Does Smartleaf offer a four-day work week?

Smartleaf does not list a four-day work week among its benefits.

### What is Smartleaf's tech stack?

Smartleaf lists [7 technologies](https://himalayas.app/companies/smartleaf/tech-stack) in its tech stack, including PostgreSQL, Ruby on Rails, React, JavaScript, and SQL.

### When was Smartleaf founded?

Smartleaf was founded in 1999.

### Who is the CEO of Smartleaf?

Gerard Michael is the CEO of Smartleaf.

### How many employees does Smartleaf have?

Smartleaf has 11-50 employees.

### What industries or markets does Smartleaf operate in?

Smartleaf operates in the following markets: Fintech, Wealth Management, Portfolio Management, Investment Management, Tax Optimization, Direct Indexing, Financial Services, Asset Management, SaaS, and Technology Advisory.

### What is Smartleaf's website?

Smartleaf's website is [smartleaf.com](https://smartleaf.com?utm_source=himalayas.app&utm_medium=himalayas.app&utm_campaign=himalayas.app&ref=himalayas.app&source=himalayas.app).

### Where can I find Smartleaf on social media?

You can find Smartleaf on [LinkedIn](https://linkedin.com/company/smartleaf), [Twitter](https://x.com/SmartleafInc), [Facebook](https://www.facebook.com/smartleafinc), and [Instagram](https://www.instagram.com/smartleafinc).

## On Himalayas

| Page | Count |
| --- | --- |
| Employee benefits | [2 benefits](https://himalayas.app/companies/smartleaf/benefits) |
| Tech stack | [7 technologies](https://himalayas.app/companies/smartleaf/tech-stack) |

## About Smartleaf

```text
Smartleaf is a Boston-based fintech company that has been pioneering automated portfolio rebalancing since 1999. The company provides an advanced overlay portfolio management technology platform that enables wealth management firms to deliver personalized, tax-optimized investment portfolios at unprecedented scale. By automating the complex processes of rebalancing, tax-loss harvesting, and portfolio customization, Smartleaf frees financial advisors to focus on client relationships while ensuring every investor receives institutional-grade portfolio management regardless of account size.

The company's platform handles over $90 billion in assets and supports wealth advisors in providing direct indexing capabilities, unlimited customization options, and sophisticated tax management strategies. Smartleaf's technology enables advisors to offer clients personalized investment approaches with comprehensive tax optimization, including detailed reporting on taxes saved or deferred. Their overlay management system coordinates trades across entire portfolios in real-time, responding dynamically to market movements, corporate actions, and individual client preferences without disrupting investment strategies.
```

## Employee benefits

- Comprehensive Health Insurance
- Generous Benefits Package

## Tech stack

- PostgreSQL
- Ruby on Rails
- React
- JavaScript
- SQL
- Stimulus
- Bash

## Smartleaf online

- [LinkedIn](https://linkedin.com/company/smartleaf)
- [Twitter](https://x.com/SmartleafInc)
- [Facebook](https://www.facebook.com/smartleafinc)
- [Instagram](https://www.instagram.com/smartleafinc)