Smartleaf
Smartleaf's Overview
Smartleaf, now an LSEG (London Stock Exchange Group) business, specializes in providing sophisticated automated portfolio rebalancing, customization, and tax optimization solutions. Its platform is designed for wealth managers, Registered Investment Advisors (RIAs), broker-dealers, and banks, enabling them to efficiently manage and personalize client portfolios at scale. Key functionalities include overlay management, tax-loss harvesting, and ensuring portfolios adhere to specific client mandates. Smartleaf was founded in 1999 and was acquired by Refinitiv in 2020, which was subsequently acquired by LSEG in 2021. It currently operates as a key component of LSEG's Wealth Solutions offerings.
Where is Smartleaf's Headquarters?
HQ Function
Serves as the primary operational hub for the Smartleaf product team within LSEG. This includes software development, product management, client support, and strategic initiatives related to its wealth management technology.
Notable Features:
Located within an LSEG office in Boston's financial district, featuring modern office facilities designed to support a technology-focused team and foster collaboration within the larger LSEG organization.
Work Culture:
As part of LSEG, the work culture for the Smartleaf team emphasizes innovation in financial technology, a collaborative global environment, client-centricity, and a commitment to excellence in delivering sophisticated wealth solutions.
HQ Significance:
This location represents Smartleaf's continued expertise and focus within the wealth technology sector, now amplified by the global resources, data capabilities, and market reach of LSEG.
Values Reflected in HQ: The operational setup reflects LSEG's core values of integrity, partnership, excellence, and innovation, applied to the specialized domain of wealth management technology.
Location:
As an LSEG business, Smartleaf's advanced wealth solutions are supported and distributed through LSEG's extensive global infrastructure. While the core Smartleaf team is primarily based in Boston, its technology serves a global clientele of financial institutions. LSEG's worldwide network of offices across the Americas, EMEA, and Asia Pacific facilitates sales, client support, and operational delivery for Smartleaf's offerings on an international scale.
Street Address:
1 Lincoln St
City:
Boston
State/Province:
MA
Country:
USA
Smartleaf's Global Presence
Buying Intent Signals for Smartleaf
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Executive Team of Smartleaf
As of April 2025, Smartleaf' leadership includes:
Investors of Smartleaf
Smartleaf has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
LSEG has been focused on strengthening its Wealth Solutions division. A key appointment in the recent period includes the Global Head of Wealth Solutions, aimed at driving growth and innovation for its comprehensive suite of offerings, including Smartleaf.
New Appointments:
Technology (Tech Stack) used by Smartleaf
Discover the tools Smartleaf uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Smartleaf Email Formats and Examples
As Smartleaf is an LSEG business, employees generally use LSEG corporate email addresses. Common email formats at large corporations like LSEG typically involve a combination of the employee's first and last name.
Likely `first.last@lseg.com` or `finitiallast@lseg.com`
Format
example.person@lseg.com
Example
75%
Success rate
News and media
LSEG News & Insights • October 25, 2023
LSEG and Linedata Announce New Collaboration to Enhance Linedata’s Asset Management Software with LSEG’s Wealth Solutions and Data
LSEG and Linedata are collaborating to integrate LSEG's Wealth Solutions, including capabilities like those from Smartleaf, and data analytics into Linedata's asset management software. This aims to provide enhanced portfolio management and advisory services....more
LSEG News & Insights • July 11, 2023
LSEG launches Custom Index Manager solution for wealth managers
LSEG announced the launch of LSEG Custom Index Manager, a new solution designed to empower wealth managers with the ability to create, test, and manage bespoke indexes. This enhances LSEG's wealth solutions portfolio which includes Smartleaf's rebalancing technology....more
LSEG News & Insights • May 10, 2023
LSEG Appoints Joe Mrak as Global Head of Wealth Solutions
LSEG announced the appointment of Joe Mrak as Global Head of Wealth Solutions. He will be responsible for leading LSEG's Wealth Solutions business, delivering end-to-end workflow solutions, data, and analytics for wealth managers and their clients. Smartleaf is a key component of these solutions....more
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