Smartleaf
Smartleaf is a financial technology company based in Boston, specializing in personalized, tax-optimized investment portfolios and offering extensive customization and direct indexing services.
Services
Smartleaf offers personalized and tax-optimized portfolios for its clients. Their service allows for unlimited customization and optimized tax management to meet individual client needs. They provide super simple direct indexing solutions, enabling client-facing advisors to spend zero time on reviewing rebalancing and trading portfolios. This allows advisors to focus on enhancing client relationships and service delivery.
Technology and Analytics
Smartleaf utilizes a range of tools for website traffic analysis, including Google Analytics, Google Tag Manager, HubSpot, LinkedIn Campaigns, and Privy. They focus on using these technologies to improve website efficiency and analyze usage and trends. Notably, they do not use third-party cookies to track users outside of their own domain. The information collected is used to enhance site performance and to maintain a contact list for targeted sales initiatives.
Company Location and Accessibility
Smartleaf is located at One Bowdoin Square, 10th Floor, Boston, MA 02114. The office is situated for easy accessibility via Boston's blue, red, green, and orange public transit lines. The office offers beautiful views and features an in-office shower to support active commuters.
Employee Benefits
Smartleaf provides a comprehensive benefits package, including health and dental coverage with 100% of premiums covered. They also offer a retirement plan with a Simple IRA and a 3% company match. Employees can enjoy a fully stocked kitchen with breakfast and lunch options, a dedicated chocolate drawer, and bagel Thursdays.