Seeds Secures $10M to Innovate Personalized Investment Management

Deal News | May 20, 2025 | Portage Invest

Seeds, a fintech company founded by financial advisors, has successfully completed a $10 million Series A funding round, led by Portage, with continuing participation from Social Leverage and Blank Ventures. The funding will be used to advance product development, make strategic hires, and reinforce its market position. Seeds targets the misalignment between traditional operational complexities and the increasing demand for portfolio personalization. The company's innovative platform empowers registered investment advisors to create personalized investment strategies and streamline portfolio management. Portage's investment aligns with Seeds' vision to revolutionize outdated investment management practices by enhancing client-advisor relationships through novel technology.

Sectors

Fintech
Investment Management

Geography

United States – Seeds is based in New York, and the discussion is around the U.S. advisory market.

Industry

Fintech – Seeds operates in the fintech space, providing technology solutions for investment advisors.
Investment Management – The article discusses investment advisory services and the need for personalized investment management solutions.

Financials

$10 million – Series A funding round completed by Seeds.
$15 million – Total amount raised by Seeds to date.

Participants

Name	Role	Type	Description
Seeds	Target Company	Company	A fintech company enabling personalized investing and streamlining portfolio operations.
Portage	Bidding Company	Company	A private equity firm leading the Series A funding round.
Social Leverage	Investor	Company	An investment group participating in the Series A funding.
Blank Ventures	Investor	Company	Another investment group participating in the Series A funding round.
Stephanie Choo	Partner	Person	Partner at Portage, expressing confidence in Seeds’ potential.
Zach Conway	CEO	Person	Founder and CEO of Seeds, emphasizing shared vision with Portage.