Xcout Intel
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.
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Smartleaf at a glance
Smartleaf is a fintech company headquartered in United States. 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 →
Smartleaf competitors
A few of Smartleaf's closest competitors — see the full list of competitors and alternatives →
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.
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.
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.
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.
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.
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.
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More on Smartleaf in Xcout Intel
- 10 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access