List of Smartleaf Platform Customers
Cambridge, MA, 2139,
United States
Since 2010, our global team of researchers has been studying Smartleaf Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Smartleaf Platform for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Smartleaf Platform for Asset and Wealth Management include: INTRUST Bank, a United States based Banking and Financial Services organisation with 815 employees and revenues of $194.0 million, First Western Financial, Inc., a United States based Banking and Financial Services organisation with 313 employees and revenues of $95.4 million, Altium Wealth Management, a United States based Professional Services organisation with 3 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Smartleaf Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Smartleaf Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Altium Wealth Management | Professional Services | 3 | $1M | United States | Smartleaf | Smartleaf Platform | Asset and Wealth Management | 2019 | n/a |
In 2019, Altium Wealth Management implemented the Smartleaf Platform to bring portfolio operations in house and deliver highly customized, tax optimized investment management for its US high net worth clients. The Smartleaf Platform was deployed as an Asset and Wealth Management solution to support Altium's finance and investment management functions, centralizing portfolio construction, tax aware trading, and reporting workflows within the firm.
Altium configured Smartleaf direct indexing and Smartleaf tax management modules to enable account level tax optimization and to document tax outcomes for clients. Operational scope targeted US high net worth accounts and internal portfolio operations, with platform reporting used to support client communications and portfolio governance. Smartleaf reported that 68% of Altium accounts saved more in taxes than they paid in fees, a result captured through the Smartleaf Platform tax outcome reporting.
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First Western Financial, Inc. | Banking and Financial Services | 313 | $95M | United States | Smartleaf | Smartleaf Platform | Asset and Wealth Management | 2019 | n/a |
In 2019, First Western Financial, Inc. implemented the Smartleaf Platform in the Asset and Wealth Management category. The Smartleaf Platform was chosen to enrich First Western Trust's boutique private bank wealth offering by delivering firm-wide portfolio customization and industry-leading tax optimization capabilities for finance and wealth management in the United States.
The deployment concentrated on functional capabilities for portfolio customization, social screens, tax optimization and tax-optimized transitions. Configuration emphasized customized asset allocation workflows and transition sequencing to preserve tax efficiency for private banking clients, aligning portfolio construction with client-specific social screening requirements.
Operational scope covered First Western's private banking business within the US, with the platform instrumenting front office portfolio design and middle office transition workflows. Governance focused on standardizing portfolio customization rules and embedding tax-aware rebalancing and transition processes, and the initiative was positioned to improve operational efficiency while enabling customized allocation and tax-optimized transitions for client accounts.
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INTRUST Bank | Banking and Financial Services | 815 | $194M | United States | Smartleaf | Smartleaf Platform | Asset and Wealth Management | 2019 | n/a |
In 2019, INTRUST Bank implemented the Smartleaf Platform to centralize automated rebalancing, household-level tax management, and portfolio personalization for its wealth clients. The Smartleaf Platform was used as an Asset and Wealth Management solution to support INTRUST's finance and wealth management functions across the United States, aligning portfolio construction and tax-aware decisions at the household level.
Deployment focused on centralized rebalancing and householding workflows within the bank's wealth management operations, with the Smartleaf Platform orchestrating automated trade generation and tax management capabilities alongside individualized portfolio personalization. Smartleaf materials and a webinar featuring INTRUST's CIO describe meaningful tax savings and centralized rebalancing outcomes for INTRUST clients, and governance shifted toward platform-driven decisioning and automated workflow execution within the wealth team.
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