Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Smartleaf
- ·The full record, as it builds
Funding rounds
No funding rounds for Smartleaf are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Smartleaf
Developer of an automated portfolio platform designed to optimize tax. The company's platform provides an investment engine manages accounts from fully automated portfolios to high net worth relationships, deploys a sophisticated rebalancing and tax optimization engine and delivers automated communications , enabling wealth management firms to show each investor a personalized record of continuous oversight, rapid action and exceptional value.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 50
- Website
- smartleaf.com/
- Ownership
- Privately Held (no backing)
Smartleaf doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Smartleaf shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Smartleaf in its N-PORT filings yet. We sweep new filings monthly.