# Seeds

> Seeds is a New York-based wealthtech company that gives financial advisors an end-to-end platform for building personalized, values-aligned investment portfolios. Founded in 2020 by advisors Zach and Michael Conway, Seeds combines client assessment, proposal generation, direct indexing, tax-loss harvesting, rebalancing and trading into a single system - letting registered investment advisors (RIAs) deliver customized investing at scale without stitching together legacy tools. The company has raised more than $16.5 million, including a $10M Series A led by Portage in 2025.

- **Founded:** 2020
- **Headquarters:** New York, New York, United States
- **Founders:** Zachary Conway (Founder & CEO), Michael Conway (Co-Founder)
- **Team size:** ~62 employees
- **Products:** Client Assessment, Proposals, Direct Indexing, Unified Managed Accounts (UMAs), Models
- **Notable:** Raised more than $16.5M total across seed and Series A rounds, Closed a $10M Series A led by Portage in May 2025, Rebranded from Seeds Investor to Seeds while expanding from ESG personalization to full portfolio operations

## Products & services

- **Client Assessment** — A three-dimensional assessment tool that maps a client's values, goals and preferences to a personalized proposal starting point.
- **Proposals** — Generates tailored investment proposals that connect seamlessly from recommendation to live account implementation.
- **Direct Indexing** — Brings direct indexing, tax-loss harvesting, rebalancing and transition tools into one unified platform.
- **Unified Managed Accounts (UMAs)** — Personalized portfolio implementation with systematic rebalancing and cash management within a UMA framework.
- **Models** — Flexible architecture supporting Seeds models, proprietary, third-party and customized model portfolios.
- **Trading** — Disciplined daily execution with structured oversight and tax-awareness.

## Achievements

- Raised more than $16.5M total across seed and Series A rounds
- Closed a $10M Series A led by Portage in May 2025
- Rebranded from Seeds Investor to Seeds while expanding from ESG personalization to full portfolio operations
- Grew to roughly 62 employees
- Built an end-to-end platform unifying assessment, proposals, direct indexing, UMAs and trading

## Latest updates

- **2025-05** — Seeds closed a $10M Series A funding round led by Portage, with participation from Social Leverage and Blank Ventures, to accelerate product development and hiring.
- **2025-04** — Refreshed brand and website around the positioning 'The Future of Investing Is Human.'
- **2022-12** — Completed a $2.7M seed raise led by Social Leverage to bring values-based personalization to advisors.

## Links

- Website: https://useseeds.com
- LinkedIn: https://www.linkedin.com/company/seeds-investor/
- YouTube: https://www.youtube.com/channel/UCmnqFOUjKKAu5C_uPb7h9Mw

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Profile page: https://yespress.io/seeds
Published by YesPress — https://yespress.io
Last updated: 2026-07-18