Seeds Secures $10M Series A to Transform RIA Investing
Slice of Finance Team
May 21, 2025
Key highlights
- $10M Series A led by Portage, with continued backing from Social Leverage and Blank Ventures
- $15M+ total funding raised to date
- Funding to advance product innovation, drive strategic hiring, and strengthen market leadership
- Launch of new brand identity to reflect company’s evolving mission
- Platform supports personalized portfolio proposals, client engagement, and operational efficiency
Notable Quotes
“ Seeds’ vision to confront norms that hold advisors back aligns with our desire to drive meaningful change in wealth management. ”
Stephanie Choo, Partner at Portage
“ This investment demonstrates a mutual commitment to build new tech that actually helps advisors deepen relationships. ”
Zach Conway, Founder & CEO at Seeds
“ We believe the future of investing can and should remain human, but only if advisors are armed with the right tools. ”
Kelsey McKenna, COO at Seeds
Why This Matters
The $10 million Series A round underscores the market's growing emphasis on personalized, advisor-led investing experiences. As registered investment advisors (RIAs) grapple with increasing complexity and rising client expectations, Seeds offers a scalable yet human-centric platform. By integrating portfolio personalization with operational streamlining, Seeds is not only reshaping the advisor-client relationship but also positioning itself at the forefront of innovation in wealth management technology.
