Led by Portage, the investment will drive product innovation, accelerate team expansion, and amplify go-to-market efforts with a strategic rebrand.

NEW YORK–(BUSINESS WIRE)–Seeds (formerly ‘Seeds Investor’)—a fintech company enabling advisors to create a personalized investing experience and streamline portfolio operations—today announced the successful completion of a $10 million Series A funding round led by Portage, with continued participation from investors Social Leverage and Blank Ventures. This investment highlights growing demand for advisors to provide customized investing at scale without compromising the personal touch that makes them unique.

Founded by financial advisors driven to provide client-centric investing experiences, Seeds has raised more than $15 million to date. This latest round allows the firm to accelerate product advancements, support strategic growth with high-impact hires, and solidify its market position as a leading investment experience platform for registered investment advisors (RIAs).

“Seeds’ vision to confront norms that hold advisors back aligns with our desire to drive meaningful change in wealth management,” said Stephanie Choo, partner at Portage. “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 We’re confident Seeds is uniquely positioned to transform the outdated, transactional, and disconnected investment management experience into one that powers advisory firms of the future.”

The total RIA market has grown substantially since 2019, with total AUM skyrocketing from $91.7T to $141.5T. At the same time, increased demand for a more personalized investing experience is taxing advisors’ operational processes. As growth and personalization place demands on advisors’ time and resources, identifying opportunities to simultaneously streamline workflows while deepening client connection is becoming a top priority at advisory firms of all sizes.

“Portage’s vision of the future mirrors our own,” shared Zach Conway, Founder and CEO of Seeds. “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.”

Seeds provides advisors with an end-to-end investment management system that enables them to assess and more deeply understand investors’ goals and preferences, generate and implement tailored proposals, and engage clients in meaningful communications. By enhancing its product offering across the full investment management lifecycle, Seeds seeks to revolutionize the way advisors engage with clients by empowering them to connect the dots between the portfolio and financial plan, and distill investment decisions into meaningful takeaways.

To support accelerated product innovation and go to market, Seeds has significantly expanded its team, hiring wealth management leaders with domain experience across product, development, sales, marketing, and customer success. Additionally, the firm is excited to unveil a refreshed brand that better aligns its identity with its evolving mission and vision for the future of wealth management.

“We believe the future of investing can and should remain human, but only if advisors are armed with the right tools to engage their clients in a more human way,” said Kelsey McKenna, Chief Operating Officer at Seeds. “As we continue to expand our team and bring our new brand to market, our path forward is clear: to help advisors harmonize innovation with the deeply human work at the heart of their relationships.”

Conway adds, “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.”

To learn more about Seeds, visit www.useseeds.com or read Conway’s statement here.

About Seeds

Launched in 2020, Seeds is a fintech company empowering advisors to build an intentional, personalized investing experience rooted in their clients’ unique investment beliefs. Founded by financial advisors who recognize an ironic disconnect between clients’ financial plans, personal values, and portfolio construction, Seeds helps advisors streamline investment planning and deliver a meaningful investment solution. With Seeds, advisors can better assess investors’ needs, generate tailored proposals, implement portfolios, and present engaging insights in one digital solution. To learn more about Seeds, please visit www.useseeds.com or read disclosures here.

About Portage

Portage is a global investment platform focused on fintech and financial services with over US$4B under management, 65+ portfolio companies in 13 countries, and 20+ investment professionals across 4 countries. Our team partners with ambitious companies across all stages, through Portage Ventures and Portage Capital Solutions. We provide flexible capital and deliver a global network of investors, commercial partners, advisors, and value creation experts. Our Partnerships team focuses on long-term commercial collaboration opportunities and has generated 120+ partnerships between corporate financial institutions and portfolio companies. Portage operates in the United States, Canada and Europe. Portage is a platform within Sagard, a global multi-strategy alternative asset management firm with over US$27B under management. For more information, visit www.portageinvest.com.

Contacts

Media

Seeds:
Kelly Forst
kforst@useseeds.com

Portage:
Annie Zeigler
annie.zeigler@avenuez.com

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