Seeds Secures $10M Series A to Power Personalized Investing for RIAs

Seeds, a fintech innovator focused on transforming how financial advisors personalize client portfolios, has announced a $10 million Series A funding round. Led by Portage with continued backing from Social Leverage and Blank Ventures, this investment underscores the rising demand for scalable, human-first advisory platforms.

Founded by financial advisors, Seeds now brings its total funding to over $15 million. The new capital will fuel product development, expand hiring, and accelerate its mission to modernize wealth management with personalized, tech-enabled solutions.

Key Highlights

1. Backing for Human-Centered Wealth Tech

Portage leads the $10M Series A, validating Seeds’ advisor-first approach.
Stephanie Choo of Portage praised Seeds for addressing the growing gap between advisor needs and legacy tech limitations.

2. Advisor Market Trends Fuel Momentum

Since 2019, the RIA market has surged, with AUM rising from $91.7T to $141.5T.
Advisors face rising pressure to deliver personalization while streamlining operations—Seeds aims to bridge this gap.

3. Platform Features That Empower Advisors

End-to-end investment management: from investor discovery to proposal generation and client engagement.
Enables advisors to connect portfolios to financial plans with meaningful, goal-aligned insights.

4. Refreshed Brand, Expanded Team

Seeds unveils a rebrand reflecting its evolving mission.
New hires include wealth management veterans across product, development, marketing, and client success.

5. Vision for the Future of Investing

CEO Zach Conway emphasizes empowering clients and transforming the advisor-client dynamic.
COO Kelsey McKenna reinforces the mission: keep investing human with tech that supports deep advisor relationships.

Seeds’ $10M Series A round signifies more than just capital—it marks a bold step toward redefining wealth management. By fusing scalable tech with a human-first design, Seeds is equipping advisors to thrive in an industry where personalization and meaningful connection are no longer optional—they’re expected.