Smartleaf Asset Management
Smartleaf Asset Management, LLC (“SAM”) is an SEC-registered sub-advisor that makes delivering personalized and tax-optimized portfolios simple. SAM leverages Smartleaf, Inc.’s advanced automated rebalancing platform to provide wealth advisors with the ability to outsource the day-to-day management of highly customized, tax-optimized portfolios, including those with direct index cores. To learn more contact us at sales@smartleafAM.com.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- MH
Mohammad Heidari
Operations Officer · Operations
EmailPhone - AS
Anish Shah
Financial Engineering · Finance & Accounting
EmailPhone
Showing 2 of 8 verified contacts
Top roles at Smartleaf Asset Management
5 distinct titles indexed · top 5 shown.
- 2chief compliance officer
- 1chief security officer
- 1financial engineering
- 1operations officer
- 1portfolio manager
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