Smartleaf
PrivateCompany Overview
Smartleaf is a financial technology company that provides an automated portfolio rebalancing platform designed for wealth advisory firms to deliver personalized, tax-optimized investment management at scale.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Smartleaf Comparables
Compare Smartleaf with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Alphathena | 83% | |
| Blaze Portfolio Systems | 82% | |
| Vestmark | 82% | |
Smartleaf Funding Rounds
Historical fundraising activity
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 2, 2026
Monthly visitors increased 54% MoM.
- Jan 20, 2025
Monthly visitors grew 39% MoM, reaching 4.3K.
Smartleaf Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Smartleaf's valuation, stock price, and market status.