New Investment By Social Leverage in Seeds - Built By Financial Advisors For Financial Advisors

Good morning...

We (Social Leverage) recently led a seed investment in a company called 'Seeds' a fintech (financial services) firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience. Other investors in the round include Compound Capital Fund I, LP, the affiliated venture capital fund of Ritholtz Wealth Management, as well as financial industry veterans Ryan Shanks, chief executive officer of FA Match, and Paul Walker, former co-head of technology for Goldman Sachs

One trend that has had my attention is the growth in money supply around the globe. Forgetting for a moment what it means for markets and prices, the money that has been printed and earned and NOT lost will be spent, saved, and managed.

Because of this trend, the wealth management, RIA and financial advisor space have been a focus of mine. As asset management becomes increasingly commoditized, advisors need to pivot their value proposition toward a more engaging, digital, and personalized experience.

Seeds is leading a new way for financial advisors and firms to engage with investors and deepen relationships. Its proprietary digital assessment tool helps uncover what matters most to investors and lets advisors seamlessly connect them to personalized investments that align. The end-to-end software empowers advisors to know, invest, and engage on what matters most to clients.

Seeds was founded in 2019 by Zach and Michael Conway, both financial advisors who recognized that—despite burgeoning demand for personalization and a deeper experience around investing—many of their peers lacked the requisite tools and confidence to effectively meet clients’ needs. Since its inception, Seeds has been quietly building out its platform and powerhouse team, adding seasoned veterans from Russell Investments, BlackRock, J.P. Morgan, UBS Wealth Management, and Charles Schwab. With additional wealthtech talent from firms like Farther Finance, Seeds has already onboarded select advisor firms including One Seven, Southern California-based KWB Wealth, and Ohio-based Cunningham Wealth Management.

Last year, the Seeds platform was voted “Best in Show” by attendees of Carson Group’s Excell Conference; more recently, it was shortlisted by the RIA Intel Awards in the “Most Innovative Technology of the Year” category.

My partner Matt Ober will be taking our board seat.