Smartleaf Asset Management has reported a significant expansion of its outsourced portfolio management business, announcing that its assets under management have climbed past $6.75 billion. The milestone marks a substantial increase from $3.75 billion a year earlier, and highlights accelerated industry adoption of outsourced rebalancing and tax optimization solutions.
The company, a registered investment advisor subsidiary of Smartleaf, provides customized and tax-optimized rebalancing services at both the account and household levels. Its offering allows advisory firms to retain full control over asset allocation, product selection, and client-specific instructions while handing off the intensive daily workload of portfolio review, rebalancing, trading, and tax management. Smartleaf Asset Management positions its service as a new category of sub-advisor and technology-enabled TAMP purpose-built to help wealth managers deliver more personalized guidance while reducing operational demands.
Smartleaf Asset Management’s model aligns with a broader industry trend in which wealth advisors focus less on product manufacturing and more on long-term advisory relationships. By assuming daily portfolio management responsibilities, Smartleaf Asset Management enables advisory teams to allocate more time toward client engagement, planning conversations, and holistic financial coaching. The growth over the past twelve months reflects this shift, as firms increasingly seek solutions that combine precision in tax optimization with large-scale operational efficiency.
The parent company, Smartleaf, has long served the advisory industry with automated rebalancing technology used by more than 3,500 advisors across 450,000 accounts, representing more than $90 billion in assets. Founded in 1999, Smartleaf built its platform to unlock large-scale personalization and tax efficiency while freeing advisors from daily trading and monitoring tasks. Smartleaf Asset Management extends that approach into a fully outsourced service model.
Smartleaf Asset Management continues to position itself as a partner that streamlines execution while allowing advisors to maintain investment philosophy control. The firm reports increasing demand from advisory practices that want to elevate their client value proposition without expanding internal trading teams.
KEY QUOTES:
“SAM was created to enable advisors to deliver exceptional personalization and tax optimization to every portfolio, of every size, at a level that was formerly reserved for ultra-high-net-worth clients, while spending zero time on daily review, rebalancing, and trading.”
“The value proposition of wealth advisors is shifting away from product and performance and toward acting as clients’ lifetime financial coach. We’re helping make that shift possible by freeing advisors from day-to-day portfolio management while enhancing their ability to deliver personalization and tax-smart outcomes.”
Jerry Michael, President of Smartleaf Asset Management
