Smartleaf is scaling financial portfolio analysis as a service from $10/paycheck ultracasual investors up to institutions. Our pitch to banks and investment advisors is that they can automate the boring parts and spend more time with clients. We're …

Smartleaf runs financial portfolio analysis as a service. Our clients tend to be banks, investment advisors, roboadvisors or institutional investors. We do things in-house to meet our security commitments.