Seeds raises $10 million

Seeds, a fintech company enabling advisors to create a personalized investing experience and streamline portfolio operations, announced the completion of a $10 million Series A funding round led by Portage, with continued participation from investors Social Leverage and Blank Ventures.

Founded in 2019, Seeds provides advisors with an end-to-end investment management system that enables them to “assess and more deeply understand” investors’ goals and preferences, and generate and implement tailored proposals.

The startup has raised more than $15 million to date.

“Seeds’ vision to confront norms that hold advisors back aligns with our desire to drive meaningful change in wealth management. Traditional operational complexity, combined with increasing customer demand for portfolio personalization, is a misalignment that starves advisors’ growth. We’re confident Seeds is uniquely positioned to transform the outdated, transactional, and disconnected investment management experience into one that powers advisory firms of the future.” – Stephanie Choo, partner at Portage.

“Portage’s vision of the future mirrors our own. This investment demonstrates a mutual commitment to build new tech that actually helps advisors deepen relationships rather than keep them entrenched in legacy tech that forces them to stay behind the scenes. We’re thrilled to join Portage’s vast network of like-minded financial services and technology companies working toward a better future. We believe in creating a new world of investing that makes the client the hero of their own story and empowers advisors to be an unstoppable force for good in the world. The industry has a responsibility to step up and work with the changing tide of consumer expectations—not against it—and we’re proud to be a driving force to realize this vision for the future of wealth management.” – Zach Conway, Founder and CEO of Seeds.