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October 19, 2022
/PRNewswire/ -- Smartleaf Asset Management, LLC (SAM) announced that it had surpassed $2 Billion in assets under management (AUM), up from $150M in AUM in 2021...
August 10, 2022
/PRNewswire/ -- Smartleaf Asset Management, LLC (SAM) announced its sub-advisory service is now available on Fidelity Institutional® Separate Account Network...
May 3, 2022
/PRNewswire/ -- Smartleaf Asset Management, LLC ("SAM") announced a collaboration with Principal Global Investors® to provide advisors with highly customized,...
January 19, 2022
/PRNewswire/ -- CircleBlack, the unified wealth management platform, and Smartleaf, Inc., a leading provider of automated portfolio rebalancing, mass...
January 19, 2022
/PRNewswire/ -- CircleBlack, the unified wealth management platform, and Smartleaf, Inc., a leading provider of automated portfolio rebalancing, mass...
October 6, 2021
Press release content from PR Newswire. The AP news staff was not involved in its creation.
October 6, 2021
/PRNewswire/ -- Smartleaf Asset Management LLC (SAM) announced today that it will provide advisors with easy access to customized, tax-managed direct index...
October 6, 2021
/PRNewswire/ -- Smartleaf Asset Management LLC (SAM) announced today that it will provide advisors with easy access to customized, tax-managed direct index...
February 4, 2021
Share this article Share this article BOSTON, Feb. 4, 2021 /PRNewswire/ -- SAM (Smartleaf Asset Management LLC) announces the launch of its automated subadvisory rebalancing service, which leverages the pioneering automated rebalancing platform of its parent company, Smartleaf, Inc. SAM enables advisors to offer customized, tax-optimized UMA portfolios, including those with direct index cores, for all their clients, from the largest to the smallest. Customization options include custom asset al...