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Products & Services
About Smartleaf Inc
Smartleaf’s programmatic account and household portfolio management delivers exceptional portfolio personalization and tax optimization—available as software and sub-advisory services. Our platform automates transitions for both clients and firms, cash management, year-round tax optimization, personalization, direct indexing, tax-optimized householding, and more.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Smartleaf Inc is one of 6,907 IT companies listed in Massachusetts.
Business Contact Information
- Phone
- +1 (617) 4530714
- Website
- smartleaf.com
- linkedin.com/company/smartleaf
- facebook.com/smartleafinc
- Address
- 1 Bowdoin Sq, Boston, Massachusetts, 2114, United States
Industry & Classification
- Industry
- IT
- Sector
- Software and Services
- Segment
- Software
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 26 (21-50)
- Annual Revenue
- $3.3M ($1M-$5M)
Smartleaf Inc: frequently asked questions
What does Smartleaf Inc do?
Smartleaf’s programmatic account and household portfolio management delivers exceptional portfolio personalization and tax optimization—available as software and sub-advisory services.
Where is Smartleaf Inc located?
Smartleaf Inc is headquartered at 1 Bowdoin Sq, Boston, Massachusetts, 2114, United States.
How many employees does Smartleaf Inc have?
Smartleaf Inc has about 26 employees (the 21-50 range).
What is Smartleaf Inc's annual revenue?
Smartleaf Inc's annual revenue is estimated at $3.3M (the $1M-$5M range).
What industry is Smartleaf Inc in?
Smartleaf Inc is in the IT / Software and Services industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Smartleaf Inc?
Its website is smartleaf.com and its phone number is +1 (617) 4530714.
What companies are similar to Smartleaf Inc?
Other large iT companies in Massachusetts include Affirmed Networks, Toast Inc, Autodesk and UKG Inc.
Largest it companies in Massachusetts
Largest companies in Massachusetts
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Manufacturing sales in Massachusetts, 2026
In Massachusetts, Factur's 2026 study counted 32 manufacturing quotes worth $961K and 7 purchase orders over 12 months: 22% of quotes became orders, against 21% nationally. See the Massachusetts data.
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