Seeds, a US-based WealthTech company focused on modernising investment experiences for financial advisors, has raised $10m in a Series A funding round.

The round was led by global FinTech investor Portage, with additional backing from existing investors Social Leverage and Blank Ventures.

Seeds offers an end-to-end platform designed to help registered investment advisors (RIAs) deliver a more human and client-centric investment journey. By aligning portfolios with investors’ personal values and financial goals, Seeds enables advisors to streamline operations while creating a tailored experience for each client.

The new capital will fuel product innovation, team expansion, and go-to-market efforts, including the rollout of a refreshed brand identity. Seeds plans to enhance its core offering across the full investment lifecycle—allowing advisors to gather client preferences, generate tailored proposals, implement strategies, and communicate insights in a unified system.

To support its growth, Seeds has made strategic hires across product, development, sales, marketing, and customer success.

The latest funding brings Seeds’ total capital raised to over $15m since its launch in 2020.

Portage partner Stephanie Choo said, “Seeds’ vision to confront norms that hold advisors back aligns with our desire to drive meaningful change in wealth management.

“Traditional operational complexity, combined with increasing customer demand for portfolio personalization, is a misalignment that starves advisors’ growth. We’re confident Seeds is uniquely positioned to transform the outdated, transactional, and disconnected investment management experience into one that powers advisory firms of the future.”

Seeds CEO Zach Conway said, “Portage’s vision of the future mirrors our own. This investment demonstrates a mutual commitment to build new tech that actually helps advisors deepen relationships rather than keep them entrenched in legacy tech that forces them to stay behind the scenes. We’re thrilled to join Portage’s vast network of like-minded financial services and technology companies working toward a better future.”