Seeds Secures $10M Funding to Revolutionize Investment Management

Deal News | May 20, 2025 | Portage Invest

Seeds, a fintech company dedicated to revolutionizing the landscape of personalized investment management, has successfully raised $10 million in a Series A funding round. Led by Portage with existing investors including Social Leverage and Blank Ventures, the funding aims to enhance Seeds' capacity to innovate its product offerings, hire key personnel, and fortify its presence as a leading platform in developing personalized investment experiences for registered investment advisors (RIAs). Founded to address the growing demand for tailored investing solutions, Seeds has already amassed over $15 million in total funding. This strategic financing aligns with Portage's vision to drive transformative change within wealth management by steering away from outdated systems and embracing personalized advisory models. As the RIA market experiences explosive growth, Seeds plans to leverage this funding to streamline operations for advisors and deepen client interactions. The move comes amid rising client expectations for personalized investment services that integrate both client preferences and financial plans. Seeds, alongside Portage, aim to evolve investment management into a human-centered narrative wherein financial advisors are empowered to be at the forefront of service innovation.

Sectors

Financial Technology
Wealth Management

Geography

United States – Both Seeds and Portage have operations or significant market focuses within the United States, which is central to the narrative of the article.

Industry

Financial Technology – The article is centered on a fintech company, Seeds, which focuses on investment management solutions for financial advisors.
Wealth Management – The focus of Seeds and its innovative solutions revolve around personalizing wealth management for clients and advisors.

Financials

$10,000,000 – The total amount raised in the Series A funding round led by Portage.
$15,000,000 – Total funding raised by Seeds to date, including the recent Series A round.

Participants

Name	Role	Type	Description
Seeds	The Target company	Company	A fintech company aimed at providing personalized investment management solutions for advisors.
Portage	Lead Investor	Company	A global investment platform focused on fintech and financial services, leading the $10M Series A funding round.
Social Leverage	Investor	Company	An investment firm participating in Seeds' Series A funding round.
Blank Ventures	Investor	Company	An investment firm participating in Seeds' Series A funding round.
Stephanie Choo	Partner at Portage	Person	An executive supporting the collaboration with Seeds to innovate the investment management landscape.
Zach Conway	Founder and CEO of Seeds	Person	The founder committed to evolving Seeds' mission to enhance personalized investment management.
Kelsey McKenna	Chief Operating Officer at Seeds	Person	An executive reinforcing the company's expansion, highlighting Seeds’ human-centric investment management approach.