unified-managed-accounts
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GeoWealth: Make room for the advisor.
The investment portfolio gets the attention. GeoWealth is betting that the less glamorous work behind it - accounting, trading and paperwork - is where an advisory firm wins back its time.
Vestmark: The machinery behind a personal portfolio
A portfolio can be personal. Running five million of them requires machinery. Vestmark has spent 25 years building the trading, tax and accounting systems that make those two ideas coexist.
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.