Smartleaf

I refined the brand and messaging, developed marketing materials, and improved the software user experience for Smartleaf, a financial technology company offering sophisticated portfolio optimization tools. Smartleaf makes investment management accessible to all, not just the ultra-wealthy, and manages more than $50B in assets worldwide.

I clarified Smartleaf’s brand and positioning, refreshed its visual identity, and developed marketing materials including sell sheets, brochures, and presentations.