Smartleaf

Smartleaf

  • 7 Cambridge Ctr
  • Cambridge, Massachusetts
  • 02142-1401
  • Phone: 617.453.0714
  • Fax: (617) 491-5556
  • Website

Description

Our customers say it best. Read how Smartleaf solutions have helped their firms achieve exceptional results. The Compass Bank Wealth Management Group chose Smartleaf’s technology in late 2004 because it aided us in providing our customers a tax-efficient, customized separate account investment service. Our overall objective in selecting Smartleaf was to increase assets under management by offering our mass affluent and high-net-worth clients access to highly customized investment portfolios. Our product, branded as SmartPath

Fact sheet

Number of employees
15-29

Company contacts

  • Gerard Michael
  • President

Products & services

portfolio management

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