personalized-investing
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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.
Marstone, Inc.
Marstone is an independent provider of enterprise-ready, white-label digital wealth management technology. Its 'Powered by Marstone' platform lets banks, credit unions, RIAs, and other financial institutions launch a branded digital investing and financial planning experience - including digital onboarding, robo and advisor-assisted investing, and goal-based planning - for far less than the cost of building one in-house. Founded in 2013 by Margaret Hartigan, the company's mission is to enhance financial literacy, deepen financial inclusion, and humanize finance for all.