Seeds, the fintech startup formerly known as Seeds Investor, has raised $10 million in Series A funding. The round was led by Portage, with continued support from Social Leverage and Blank Ventures. This funding marks a key moment in Seeds’ push to reshape how financial advisors deliver personalized investment management.
A New Chapter for Advisor-Client Connections
Founded by advisors, for advisors, Seeds is on a mission to bring human connection back to investing. Its platform gives Registered Investment Advisors (RIAs) a seamless way to offer personalized portfolios while simplifying back-end operations. The company has now raised over $15 million to date.
With this fresh capital, Seeds plans to double down on innovation. That includes expanding the product, growing the team, and unveiling a new brand that reflects its evolving vision. The goal? Help advisors scale personalized services without losing the personal touch.
Portage partner Stephanie Choo sees the shift clearly. She believes old systems no longer match what clients expect. Advisors are stuck managing complexity while trying to meet growing demands for custom portfolios. Seeds, she says, is tackling that gap head-on.
Tackling Industry Pain Points with Smart Tech
The RIA market has grown rapidly. Total assets under management jumped from $91.7 trillion in 2019 to $141.5 trillion in 2025. But while portfolios have grown, tools haven’t kept pace. Advisors are still juggling clunky workflows and generic offerings. Seeds steps in with a solution that makes personalization simple and scalable.
CEO Zach Conway sees alignment between Portage’s goals and Seeds’ mission. Both believe in building tools that strengthen advisor-client relationships—not bury them under technology. This partnership, he says, is about replacing legacy systems with tech that empowers deeper connections.
Seeds’ all-in-one platform lets advisors assess client goals, build custom proposals, and guide clients through investing decisions. Everything is built to link the portfolio with the financial plan. More importantly, it turns complex decisions into clear, personal conversations.
To support this, Seeds has made key hires across product, sales, and customer success. The company also introduced a rebrand to better represent its mission: keeping investing human while embracing innovation.
COO Kelsey McKenna puts it plainly. Advisors want to stay human. They just need better tools to do it. Seeds is building those tools, helping advisors stand out with empathy-driven service backed by smart tech.
As Conway puts it, the industry needs to evolve with clients—not fight change. Seeds is here to lead that evolution. It’s not just about better portfolios. It’s about making investors the heroes of their own stories—and giving advisors the power to guide them there.
