Funding will accelerate Tilt’s mission to commoditize direct indexing and transform wealth management into a preference-driven collaboration

MIAMI–(BUSINESS WIRE)–Tilt, the AI-powered direct indexing platform, has raised a $7.1 million Seed round led by Portage and Lerer Hippeau, with participation from Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs. The company will officially launch the platform behind a waitlist on September 22nd at Portage’s Confluence event.

Tilt is pioneering a new approach to wealth management by enabling advisors, TAMPs, and RIAs to deliver scalable, zero-minimum indices with real-time tax optimization, starting at 3 basis points. With Tilt’s platform, anyone can build an index for anything in minutes through an AI-driven thematic research process—democratizing access to institutional-grade indexing and personalization.

At the core of Tilt’s technology is an embedding engine that continuously ingests, parses and scores an opinionated set of documents, from SEC filings to news articles and social media, surfacing both consensus and emerging themes in the process. This always-on processing allows Tilt to power new types of structured products, rebalance indices at higher frequencies, and unlock the long tail of personalization that advisors and investors increasingly demand.

“Direct indexing has historically been the privilege of a select few, but Tilt is bringing it to the entire wealth management ecosystem at scale,” said Andrew Peek, CEO of Tilt. “By combining AI-driven research with real-time tax optimization, we’re helping advisors and investors create hyper-personalized portfolios that reflect their values, preferences, and beliefs.”

The Seed funding will be used to expand Tilt’s engineering and go-to-market teams, further develop its tax optimization engine, and scale integrations with fintech platforms, TAMPs, and advisory firms. With its launch at Portage’s Confluence event, Tilt will debut a suite of tools designed to help wealth managers deliver more meaningful and tailored client experiences.

“Personalization and tax optimization are becoming table stakes in wealth management, and Tilt has built a platform that makes these capabilities accessible at scale,” said Stephanie Choo, General Partner at Portage. “We believe Tilt is uniquely positioned to reshape how advisors and investors think about portfolio construction.”

About Tilt

Tilt is transforming wealth management by commoditizing direct indexing for fintechs, TAMPs, and RIAs. Its AI-powered platform enables advisors and investors to create personalized, tax-optimized portfolios with zero minimums, scalable execution, and cost-plus pricing. Tilt continuously parses structured and unstructured data to surface both consensus and emerging themes, powering a new generation of dynamic, hyper-personalized indices. For more information, visit www.tilt.io.

About Portage

Portage is a global investment platform focused on fintech and financial services with over US$4.7B under management, 115+ portfolio companies, and 25+ investment professionals. Our firm has offices in Canada, the United States, Europe, and the Middle East.

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 dedicated value creation team provides portfolio companies with hands-on support in go-to-market, tech & cyber, business acceleration and M&A, and partnerships to accelerate their paths to success. With deep industry knowledge and entrepreneurial experience, Portage is committed to supporting the leaders who are reshaping financial services.

Our Partnerships team focuses on long-term commercial collaboration opportunities and has generated 136+ partnerships between corporate financial institutions and portfolio companies. Portage is a platform within Sagard, a global multi-strategy alternative asset management firm with over US$32B under management.

For more information, visit www.portageinvest.com.

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