Seeds

Seeds, formerly named Seeds Investor, is a New York-based fintech company offering an end-to-end investment management platform for registered investment advisors (RIAs). The platform combines investment capabilities, systematic trading and client-facing workflows in a single system, aimed at replacing what the company describes as a patchwork of separate portfolio, trading and onboarding tools.

Core capabilities span three areas. On the investing side, Seeds supports unified managed accounts (UMAs) that hold complete household portfolios and multi-manager solutions in one account, plus direct indexing, tax-aware separately managed accounts (SMAs) and configurable model solutions across asset classes. On the trading side, it offers systematic rebalancing, continual tax-loss harvesting, cash management according to a firm's preferred trading rules, and workflows for migrating accounts tax-efficiently during transitions. On the client engagement side, it connects investor discovery, portfolio construction, proposal generation and implementation, with client-facing reporting and storytelling. Earlier descriptions of the product characterize it as a digital portal for advisors containing a client management dashboard, a diagnostic, a proposal generator and engagement tools, together with asset management aligned to a client's financial goals and ESG values.

Beyond software, Seeds positions itself as a service partner, giving advisor firms access to its investment team for lineup design, model management and proposal preparation, a trading team for day-to-day execution and edge cases, and a support team for items such as custodial integrations and account administration.

Founding story

Seeds was founded by financial advisors Michael and Zach Conway of Conway Wealth, who sought to bring client values and priorities into planning conversations and to build bespoke portfolios around them. Zach Conway serves as founder and CEO. Sources give differing founding dates: a company listing states January 2020, and press coverage of the Series A describes the company as founded in 2020.

Business model

Seeds sells its platform to financial advisory firms and RIAs. A company listing describes advisors paying a $119 monthly subscription for the advisor portal, with Seeds also providing asset management services priced at a market rate of 60 basis points on assets under management. The website markets the platform through demo requests and trial sign-ups, and emphasizes ongoing human support from investment, trading and advisor-support teams as part of the offering.

Recurring per-advisor software subscription ($119 per month per a company listing) plus asset-management fees stated at a market rate of about 60 bps on AUM.

Traction

Company listings describe Seeds as having a product in market with a small team (four employees at the time of the listing). Named advisory-firm users cited on its website include EViE Financial, Silver Strand Financial Planning, Conway Wealth and Oui Financial. Cumulative disclosed funding exceeded $15 million following the May 2025 Series A.

Latest developments

In May 2025 Seeds closed a $10 million Series A led by Portage, with existing investors Social Leverage and Blank Ventures participating; terms beyond the round size were not disclosed. The company said the capital would fund product innovation, high-impact hires, expanded go-to-market activity and a strategic rebrand, having previously operated under the name Seeds Investor.