Seeds Investor, a New York-based fintech firm, $2.7M in Seed funding.
The round was led by Social Leverage, with participation from The Compound Capital Fund I, LP, Ritholtz Wealth Management, Ryan Shanks, Paul Walker, and DuContra Ventures.
The company intends to use the funds to further bolster its team and platform, helping to bring personalized, purpose-aligned investment solutions to a broader cross-section of advisors and their clients.
Founded by Zach and Michael Conway, Seed Investor is a fintech firm that provides financial advisors with a technology platform to deliver a more personalized and engaging investing experience. The software empowers advisors to know, invest, and engage on what matters most to clients and meaningfully connect them to customized investment solutions.
Concurrent with this funding announcement, the company announced the addition of Matt Ober, general partner at Social Leverage, to its board. Ober brings rich data analytics experience to Seeds, having previously held roles as chief data scientist at New York-based registered investment advisor (RIA) firm Third Point and co-head of data strategy at WorldQuant.
Seeds has already onboarded select advisor firms including One Seven, Southern California-based KWB Wealth, and Ohio-based Cunningham Wealth Management.
FinSMEs
07/12/2022