Seeds Secures $10M Series A Funding to Revolutionize Personalized Investment with WealthTech Innovation
Seeds, a leading WealthTech company based in the US, is making waves in the financial advisory space after raising $10 million in a Series A funding round. This investment aims to enhance investment experiences for financial advisors and their clients, positioning Seeds as a significant player in modern wealth management.
Series A Funding Round Led by Portage
The recent Series A funding round was spearheaded by Portage, a global leader in FinTech investment. Alongside Portage, existing investors Social Leverage and Blank Ventures also contributed to the funding, bringing the total capital raised by Seeds to over $15 million since its inception in 2020.
Transforming Investment Experiences
Seeds provides a comprehensive platform tailored for registered investment advisors (RIAs). The platform focuses on:
- Aligning investment portfolios with clients’ personal values
- Streamlining operational processes for financial advisors
- Enhancing client-centric investment journeys
Plans for Growth and Innovation
The newly acquired funds will be utilized for:
- Product innovation to enhance the platform’s capabilities
- Team expansion across various departments
- Marketing initiatives, including a refreshed brand identity
By improving its core offerings, Seeds aims to support advisors throughout the entire investment lifecycle, from gathering client preferences to implementing tailored strategies and communicating insights.
Strategic Hires and Industry Vision
To bolster its growth trajectory, Seeds has made key hires in product development, sales, marketing, and customer success. Portage partner Stephanie Choo expressed confidence in Seeds’ mission, stating, “Seeds’ vision to confront norms that hold advisors back aligns with our desire to drive meaningful change in wealth management.”
CEO’s Perspective on the Future
CEO Zach Conway shared his enthusiasm, emphasizing that this partnership with Portage reflects a mutual commitment to developing technology that fosters deeper client-advisor relationships. He remarked, “This investment demonstrates a focus on building new tech that helps advisors move beyond legacy systems.”
For more insights into the evolving landscape of WealthTech and investment advisory services, consider visiting the Financial Planning Association or exploring our WealthTech resources.
