Participated · Seed · Dec 2022

Seeds provides an end-to-end investment management system for registered investment advisors (RIAs) that helps assess client goals and preferences, generate tailored proposals, implement portfolios, and engage clients. Founded by financial advisors and launched in 2020, the company focuses on connecting portfolios to financial plans and delivering personalized investing at scale. Seeds emphasizes preserving a human-centered client experience while streamlining advisors’ operational workflows. The company plans to accelerate product advancements, support strategic growth through high-impact hires, and introduce a refreshed brand. Financially, Seeds announced a $10 million Series A and has raised more than $15 million to date. Proceeds are intended to drive product innovation, team expansion across product, development, sales, marketing, and customer success, and to amplify go-to-market efforts. Seeds Investor builds an end-to-end wealthtech platform that helps financial advisors uncover clients' values via a proprietary digital assessment and connect them to personalized portfolio solutions. Its software is designed to help advisors know, invest, and engage on what matters most to clients and deepen emotional connections. The company was founded in 2019 by financial advisors Zach and Michael Conway and has onboarded select advisor firms including One Seven, KWB Wealth, and Cunningham Wealth Management. Seeds has added talent from Russell Investments, BlackRock, J.P. Morgan, UBS Wealth Management, Charles Schwab and Farther Finance. The platform was voted "Best in Show" at Carson Group’s Excell Conference and was shortlisted by the RIA Intel Awards for Most Innovative Technology of the Year. Seeds recently closed a $2.7M seed round to bolster its team and expand its platform to a broader cross-section of advisors and clients.