personalized-investing
(4)
Vise learned that wealth is in the details
A billion-dollar valuation bought Vise attention. Building around the investments clients already owned gave financial advisors a reason to stay.
Ethic: Your index fund has no idea who you are
Ethic turns personal convictions into custom portfolios, then deals with the awkward business of taxes, risk and scale. The interesting part is how much work sits behind a seemingly simple preference.
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.