Founded in 2023, SyntheticFi combines technology, educational resources, and implementation support to help registered investment advisors evaluate and implement portfolio-backed financing and liabilities planning strategies. Its platform enables advisors to offer institutional strategies—such as box spreads and synthetic variable prepaid forwards—that aim to provide lower borrowing costs, potential tax benefits, and greater flexibility compared with traditional lending. The company serves a range of firms from emerging RIAs to large wealth management organizations and is used for purposes including home purchases, refinancing debt, and managing concentrated stock positions. SyntheticFi reports it supports over 3,000 advisors across more than 300 independent advisory firms and has surpassed $2 billion in regulatory assets under management. The company plans to expand its platform and broaden its suite of borrowing products going forward.

Total raised

$13M

Funding rounds

1

Latest round

Equity

Latest activity

Jun 2026