Smartleaf @SmartleafInc

Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple and scalable. smartleaf.com Boston, MA Joined February 2013

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Smartleaf @SmartleafInc

2 years ago

“We don’t bathe annually, so why rebalance once a year?” co-founder and president Jerry Michael asks in his recent Q&A with @BenjiWriter Find all of Jerry’s insights here in @etfcom's: Annual Rebalancing: A Habit that Needs Breaking? | hubs.la/Q02dbg2Y0

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Smartleaf @SmartleafInc

2 years ago

Co-founder and President Jerry Michael spoke with @TobSalFP regarding a new University of Oxford study, “Beating the Index with ETFs”. Read the full article by @finplan here: hubs.la/Q02cRkcw0

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Smartleaf @SmartleafInc

2 years ago

As the end of the year approaches, advisors should consider tax-efficient strategies to take charitable giving to the next level. Smartleaf President Jerry Michael spoke with @wealth_report to outline various strategies. wealthsolutionsreport.com/2023/11/07/tax…

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Smartleaf @SmartleafInc

2 years ago

We’re excited to announce our assets under management have exceeded $50B! This latest milestone stands as a testament to both the trust our clients have in us and the unwavering commitment of our team! Learn more: smartleaf.com/our-thinking/s… #directindexing #wealthmanagement

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Smartleaf @SmartleafInc

4 years ago

Less than 24 hours left to register for our webinar with Melius Investments and Turing Technology. Sign up using the link below hubs.la/H0Rg3y30 #Smartleaf #fintech #webinar #ensemblemethods

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Smartleaf @SmartleafInc

4 years ago

Join us in 2 weeks with Turing Technologies and Melius Investments as we discuss the possibilities of Ensemble Methods in Active Portfolio Management. hubs.la/H0QqmG40 #Smartleaf #fintech #ensemblemethods #wealthtech #webinar

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Smartleaf @SmartleafInc

4 years ago

ONE HOUR until our webinar with KraneShares and Federated Hermes! Use the link below to register, then follow instructions in your email. hubs.la/H0P9xCQ0 #Smartleaf #Webinar #internationalinvesting #wealthtech #fintech #wealthmanagement

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Smartleaf @SmartleafInc

4 years ago

Have you signed up for our webinar on #internationalinvesting yet?! What are you waiting for? 👉hubs.ly/H0P0jQ-0👈 #webinar #smartleaf #fintech #global #international #wealthmanagement

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Smartleaf @SmartleafInc

4 years ago

On May 27th at 11:45 AM EST, we discuss #Internationalinvesting with @KraneShares & @FederatedHermes. Register @ hubs.la/H0NnCbJ0 #Smartleaf #ForeignInvesting #International #Webinar #Live #Global #Investing #WealthTech #WealthManagement #FinTech

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Smartleaf @SmartleafInc

4 years ago

What impact will rising taxes have on Investment Advisors? Take a look at our newest blog to find out. hubs.la/H0Nm-zZ0 #Smartleaf #BidenTaxPlan #wealthmanagement #fintech #finance #wealthtech

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Smartleaf @SmartleafInc

4 years ago

Do you know what you need to manage complex portfolios at scale? We have the answer. Learn more at hubs.ly/H0MjMBJ0. #wealthmanagement #fintech #finance #smartleaf

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Smartleaf @SmartleafInc

4 years ago

We make it our mission to look for the most environmentally friendly forms of investing, every day of the year. For Earth Day: A Guide to ESG Investing hubs.ly/H0LQ3Vy0 #Smartleaf #EarthDay #ESGInvesting #fintech #wealthtech

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Smartleaf @SmartleafInc

4 years ago

Set your calendar reminder because our webinar on ETFs and Direct Indexing: What Advisors Need to Know! with Alpha Vee and IDX starts in 48 hours. Have you registered yet? hubs.ly/H0KvcJx0 #smartleaf #fintech #wealthmanagement #wealthtech #directindexing #ETFs

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Smartleaf @SmartleafInc

4 years ago

We are proud to present our inaugural release titled, simply, “Smartleaf”. The goal is to illuminate our approach to rebalancing with top engineers and musicians within our company. Click bit.ly/39zjkyO for more info. #smartleaf #fintech #wealthmanagement

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Smartleaf @SmartleafInc

5 years ago

Tune in at 11:45 AM EST on April 8th to chat with Jerry Michael, Ben McMillan, and Leigh Eichel and get your insider's guide to ETFs and Direct Indexing. 👉hubs.ly/H0JKMYm0 👈

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Smartleaf @SmartleafInc

5 years ago

Smartleafers! We're registered for the 2021 T3 Advisor Conference in Denton, TX from Sept 27th - Oct 1st. Make sure to follow @t3techhub & check back here for updated booth info! #fintech #wealthmanagement #wealthtech #T32021 #conference #smartleaf

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Smartleaf @SmartleafInc

5 years ago

When comparing the automated rebalancing strategies used by you and your peers, do you know what questions to ask? Here are 8 questions to guide your analysis. Read more at hubs.ly/H0J58y_0 #smartleaf #fintech #wealthmanagement #wealthtech

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Smartleaf @SmartleafInc

5 years ago

One hour until the Pearl Impact Capital webinar on ESG investing! Are you ready? Sign up at: hubs.ly/H0H64z90 #smartleaf #webinar #ESG #fintech #wealthmanagement