Seeds Raises $10M in Series A Funding
Summary
Seeds, a NYC-based fintech company enabling advisors to create a personalized investing experience and streamline portfolio operations, raised $10M in Series A funding. The round was led by Portage, with participation from investors Social Leverage and Blank Ventures. The company intends to use the funds to accelerate product advancements, support strategic growth with high-impact hires, and consolidate its market position. Led by CEO and Founder Zach Conway, Seeds provides advisors with an end-to-end investment management system that enables them to assess and 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, it seeks to improve the advisors engage with clients by empowering them to connect the portfolio with the financial plan.