Tilt provides a software platform that enables financial advisors, TAMPs, and RIAs to create customized indices at scale through an AI-driven thematic research workflow. The system’s embedding engine continuously ingests and scores data from SEC filings, news articles, and social media, surfacing both consensus and emerging themes for portfolio construction. Portfolios can be launched with no account minimums, rebalanced at higher frequencies, and priced starting at just three basis points, bringing institutional-grade direct indexing to a broader market. Real-time tax-optimization is built into the service, allowing advisors to meet growing client demand for personalized and tax-efficient investing. With its official launch scheduled behind a waitlist on September 22 at Portage’s Confluence event, the company plans to roll out a suite of tools that deepen advisor–client collaboration. Proceeds from the seed round will expand engineering and go-to-market teams, enhance the tax engine, and scale integrations with fintech platforms and advisory firms.

Total raised

$7M

Funding rounds

1

Latest round

Seed

Latest activity

Sep 2025