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Smartleaf competitors & alternatives
The 12 closest competitors and alternatives to Smartleaf among fintech companies — ranked by similarity to what Smartleaf actually does, not by market-cap band.
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About Smartleaf
Smartleaf is a fintech company that provides automated, personalized portfolio-management technology, including tax-aware optimization and rebalancing. It primarily serves wealth managers, financial advisors, and other investment firms rather than individual consumers directly.
Smartleaf at a glance
Smartleaf is a fintech company. Xcout tracks 10 named people at Smartleaf, including Bob Leaper (Chief Sales Officer). Xcout recorded 7 job postings from Smartleaf in the last 90 days, naming tools such as Confluence, Jira.
Smartleaf leadership
- Bob LeaperChief Sales Officer
- Dan RitterChief Security Officer
- Robert ThauChief Architect
- Michael GerardPresident & Co-Founder
- Anna SmithEVP of Marketing
- Stefan MitropolitskySVP of Technology
4 more named people on record for Smartleaf, with roles, board committees and tenure — see the full roster →
Hiring at Smartleaf
Xcout recorded 7 job postings from Smartleaf in the last 90 days, from a hiring record Xcout has kept since July 2026.
Tools named in Smartleaf's job postings
The weekly hiring trend, the roles and locations behind it — see Smartleaf's hiring signals →
Top 12 Smartleaf competitors
Ranked by semantic similarity — how close each company is to Smartleaf by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
SigFig is a U.S. fintech company that provides digital wealth-management technology, including automated investing, portfolio management, financial advice, and analytics. It primarily serves banks, broker-dealers, and other financial institutions seeking to offer digital investment services to their customers.
Similar fintech company
OpenInvest was a U.S. fintech company that provided technology for customizable, values-based investment portfolios, including direct indexing and ESG-focused strategies. It primarily served financial advisors and asset managers, and was acquired by J.P. Morgan in 2021.
Similar fintech company
Quantifeed provides digital wealth management technology and platforms for financial institutions, combining software engineering and quantitative finance. Its modular solutions enable self-directed investing, advisor-led services, and discretionary portfolio management for banks, brokers, and wealth managers.
Similar fintech company
SmartAsset is an online financial technology company that provides a wide range of financial calculators, educational guides, and comparison tools for mortgages, taxes, retirement, banking, and investing. It also operates a matching platform that connects consumers with vetted fiduciary financial advisors and offers lead generation services for financial professionals.
Similar fintech company
TIFIN builds financial technology platforms powered by artificial intelligence and personalization for the wealth management, asset management, and insurance sectors. The company offers AI-driven solutions focused on agentic workforce platforms, tax intelligence, workplace-to-wealth infrastructure, and distribution science to serve financial advisors, asset managers, and insurance providers.
Similar fintech company
Qraft Technologies is a South Korean fintech company that develops artificial-intelligence-powered investment and asset-management solutions, including systematic investment strategies and related products. It serves financial institutions, asset managers, and investors seeking data-driven portfolio management and investment products.
Similar fintech company
Selma Finance is a digital wealth management platform and robo-advisor that provides personalized, globally diversified ETF investment portfolios. It serves retail investors seeking automated portfolio management, financial planning, and AI-powered financial advice tailored to individual goals and risk profiles.
Similar fintech company
Frec is a U.S. fintech company that provides personalized direct-indexing investment portfolios, allowing customers to own individual stocks designed to track market indexes. Its platform emphasizes automated tax-loss harvesting and is intended for individual investors seeking tax-efficient portfolio management.
Similar fintech company
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
Similar fintech company
Addepar, Inc. is a global data and artificial intelligence software company founded in 2009 that serves the financial services ecosystem. The company provides investment management technology platforms that aggregate, analyze, and manage portfolio data for wealth advisors and institutional clients.
Similar fintech company
Digital Shape Technologies provides a unified, real-time portfolio management platform called Webfolio for institutional investment professionals.
Similar fintech company
DriveWealth is a financial technology company that provides brokerage infrastructure and APIs, enabling businesses to offer investing in U.S. securities, including fractional shares. It primarily serves fintech companies, banks, wealth managers, and other platforms that want to embed investing services for their customers.
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