Smartleaf Asset Management
Overview
Smartleaf Asset Management, established in 2014, is a Boston-based firm specializing in personalized and tax-optimized portfolio management solutions for wealth advisors. As a subsidiary of Smartleaf, Inc., it leverages advanced technology to automate rebalancing and trading processes, enabling advisors to deliver customized portfolios efficiently. The firm offers a range of services, including direct indexing, ESG and SRI screens, and unified managed accounts, all designed to enhance tax management and investment personalization. In August 2025, Smartleaf Asset Management expanded its reach by partnering with Axos Advisor Services, allowing independent financial advisors to access its sub-advisory services for clients custodied at Axos. This collaboration aims to provide cost-effective, custom, and tax-optimized portfolios, with plans to support fractional share trading in the future. Additionally, in January 2024, the firm announced a strategic partnership with Clearstead Advisors, a private wealth management and institutional investment consulting firm, to offer greater access to personalized and tax-efficient investment options, including direct indexes. Smartleaf Asset Management's approach emphasizes simplicity and scalability, enabling advisors to manage highly customized portfolios without increasing operational complexity. By automating portfolio rebalancing and trading, the firm allows advisors to focus more on client relationships and strategic planning. Its services are designed to be as user-friendly as working with ETFs, making advanced portfolio management accessible to a broader range of investors. The firm's commitment to innovation and client-centric solutions has positioned it as a leader in the field of personalized and tax-optimized portfolio management.
Reach Smartleaf Asset Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Smartleaf Asset Management
What sectors does Smartleaf Asset Management invest in?
Smartleaf Asset Management invests in Financial Services and Technology, and is based in Boston, United States. Smartleaf Asset Management is listed as a other in the ConnectSafely investor database.
What stage does Smartleaf Asset Management invest at?
Smartleaf Asset Management backs companies at Growth, Late Stage and Pre-IPO.
Which regions does Smartleaf Asset Management invest in?
Smartleaf Asset Management invests across United States.
Who are the partners at Smartleaf Asset Management?
Team members listed for Smartleaf Asset Management include Robey NeJame (Director of Sales) and Dan Ritter (Chief Security Officer).
How do I contact Smartleaf Asset Management?
Smartleaf Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
