The platform for financial advisors who want to scale investment operations and deliver a more meaningful investing experience
We’re creating a world where money and meaning are aligned
Seeds enables truly intentional, purposeful, and personalized investing.
Created by advisors, for advisors
Seeds was started in 2019 by Zach and Michael Conway, financial advisors who needed technology and tools necessary to serve a fast-evolving client base. They created Seeds to enable advisors to win the hearts and minds of their clients.
Reimagine your investing journey Proposing, creating, and managing personalized portfolios shouldn’t cost all of your time. Seeds’ end-to-end investing experience is designed to maximize client engagement and minimize manual portfolio operations through four interconnected workflows....