3
48
Growth Score
2 pts
Heat Score
10 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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265989
Simartleaf is a financial service business that offers portfolio management solutions.
- Dan Ritter: Chief Security Officer
Gerard Michael: President and Co-founder
About the Company
Smartleaf is a financial service business that offers automated portfolio rebalancing and tax optimization for wealth managers, RIAs, TAMPs, broker dealers, and banks. The company was founded by John de Souza in 1999 and is based in Cambridge, Massachusetts.
