Seeds
Seeds empowers financial advisors to more deeply understand investors and to automatically deliver custom portfolios that align.
- Company typePrivate
- Founded2019
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Seeds does
Seeds empowers financial advisors to more deeply understand investors and to automatically deliver custom portfolios that align. Founded in 2019, Seeds is enabling the evolution toward truly intentional, purposeful, and personalized investing.
Seeds firmographics
Firmographics- Name
- Seeds
- Legal name
- Seeds Investor LLC
- Website
- https://www.useseeds.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Seeds empowers financial advisors to more deeply understand investors and to automatically deliver custom portfolios that align.
- Ownership category
- akta.pro rank
Where Seeds is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Seeds business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D
Revenue model
- Investment Advisory Services: Seeds Investor LLC is a Registered Investment Advisor (RIA) providing investment advisory and related services for clients nationally. Revenue is generated through advisory fees, likely based on assets under management (AUM) given the platform's focus on portfolio management and trading services for RIAs.
- Platform Subscription/Service Fees: Provides financial advisors access to the Seeds platform for client onboarding, portfolio construction, proposal generation, and ongoing investment management. The platform enables advisors to build, manage, and execute investment strategies, with the company handling systematic rebalancing, tax-loss harvesting, and transitions as a service.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Platform pricing not publicly disclosed - contact for quote |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Seeds product offering
Product offeringCore offering
Seeds is an SEC-registered investment advisory platform that combines technology and service to help financial advisors (RIAs) deliver personalized investing experiences at scale. The platform connects a three-dimensional investor assessment to proposal generation and portfolio implementation within a Unified Managed Account (UMA) framework, offering direct indexing, automated rebalancing, tax-loss harvesting, and tax-aware transitions.
Product overview
Seeds is an investing platform for financial advisors that delivers personalized investment experiences through a unified platform architecture combining Portfolio Implementation, Portfolio Design, and Client Experience modules. The platform centers on a three-dimensional investor assessment capturing goals, mindset, and values, which powers automated proposal generation and connects directly to portfolio execution within a UMA framework. Seeds offers multiple investment series including the Values Series (ESG/values-based investing), Index SMA Series (benchmark-tracking separately managed accounts), and Factor SMA Series (factor-based investing using proprietary iValue and iQuality metrics). Additional offerings include Money Market Models, Faith-Based Models, and Global Liquid Alternatives. The platform supports direct indexing, tax-loss harvesting, systematic rebalancing, and tax-efficient transitions. Founded in 2020, Seeds positions itself around the principle that 'The Future of Investing is Human,' enabling advisors to scale personalized client relationships without compromising service quality.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Experience Platform A unified investment platform for Registered Investment Advisors (RIAs) that connects client assessment to proposal generation and portfolio implementation, enabling advisors to deliver personalized investing experiences at scale within a UMA framework.
- Portfolio Implementation Disciplined trading execution service with systematic rebalancing, tax-loss harvesting, cash management, and tax-efficient transitions within a UMA framework for advisor client accounts.
- Portfolio Design Investment model management module enabling advisors to use Seeds models, import proprietary or third-party models, and design custom OCIO portfolios within a unified workflow.
- Client Experience Three-dimensional investor assessment capturing client goals, mindset, and values; robust proposal tool with side-by-side comparisons; end-to-end investing experience from onboarding to ongoing management.
- Index SMA Series Index-tracking separately managed accounts providing diversified exposure to U.S. Large Cap, U.S. Mid Cap, U.S. Small Cap, and Developed Ex-U.S. markets through single stocks with tax-efficient implementation.
- Factor SMA Series Factor-based separately managed accounts using iValue and iQuality metrics to incorporate intangible asset valuation, seeking to outperform S&P 500, S&P 400, and S&P 600 benchmarks over longer time horizons.
- Values Series
Quantifiable outcome
- Advisors report reclaiming 1 day per week (20-30% workload reduction) by automating investment operations
- +3 more outcomes
Companies that use Seeds
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Seeds technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability2 records
Feature7 records
Seeds partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- AltruistcoreStrategic partnership giving Altruist advisors exclusive access to the Seeds platform. Seeds syncs with Altruist's custodian platform, enabling advisors to understand investors through Seeds' assessment and recommend personalized portfolios before implementing strategies on the Altruist Model Marketplace. Altruist combines self-clearing brokerage with software for account opening, trading, reporting, and billing.
- Citizen MintminorSeeds partnered with Citizen Mint to give advisors exclusive access to well-vetted private market impact investments. Citizen Mint provides alternative investment sourcing to complement Seeds' platform for advisors seeking to offer sophisticated investment strategies to next-generation investors.
- JUST CapitalcoreSeeds partnered with JUST Capital to deliver deeper portfolio impact insights to advisors and investors. The partnership expanded Seeds' values-aligned portfolio offering by incorporating JUST Capital's ESG and impact research and rankings.
- AllianceBernsteincoreSeeds partnered with AllianceBernstein to expand values-aligned portfolio offerings. The partnership enabled Seeds to offer AllianceBernstein's investment strategies within its platform, providing advisors access to institutional-quality investment management.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Seeds competitors and assessment
Company assessmentDirect peers
- Orion Advisor Technology: Orion is one of the largest TAMP and portfolio-management platforms serving RIAs, offering UMA, rebalancing, model marketplace, and trading. It is the most direct head-to-head competitor in providing end-to-end portfolio operations to advisors.
- Envestnet: Envestnet's Tamarac platform is a long-standing TAMP and unified managed account provider for RIAs. It overlaps directly with Seeds on UMA, rebalancing, and direct indexing, with broader enterprise scale and established enterprise RIA relationships.
- Addepar: Addepar provides wealth management technology for advisors and family offices, including portfolio analytics, reporting, and trading. It targets similar RIA and high-net-worth segments and competes for similar platform consolidation budgets.
- AssetMark: AssetMark is a leading TAMP serving RIAs with model portfolios, UMA, and practice-management resources. It directly competes for the same mid-market RIA relationships Seeds targets with personalized, values-aligned portfolios.
- SS&C Black Diamond: Black Diamond provides portfolio accounting, reporting, and rebalancing for RIAs. While heavier on reporting, it competes for the same platform-consolidation dollars and overlaps on UMA and rebalancing workflows.
- Advyzon: Advyzon offers an integrated wealth management platform combining CRM, portfolio management, reporting, and trading for RIAs. It competes for small-to-mid RIA firms seeking all-in-one platforms similar to Seeds' integrated offering.
- Pontera: Pontera enables advisors to manage and trade held-away assets (e.g., 401(k)s) within their existing advisory workflows. It competes for the same 'personalized, full-balance-sheet portfolio management' thesis Seeds pursues.
Emerging players
- Riskalyze: Riskalyze focuses on risk tolerance and client personality profiling for advisors. It addresses the front-end discovery piece Seeds integrates into its three-dimensional assessment, making it adjacent and partially competitive on the personalization workflow.
- iCapital: iCapital provides alternative investment access for advisors and wealth platforms. With Seeds launching liquid alternatives and private market access via Citizen Mint, iCapital is an emerging adjacent player competing for similar wallet share.
Broad incumbents
- Morningstar Advisor Workstation: Morningstar's Advisor Workstation offers research, analytics, and portfolio construction tools broadly across the advisor market. It overlaps with Seeds' model and proposal workflows as a broader incumbent platform rather than a niche specialist.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Seeds social profiles
Digital presenceSeeds compliance and trust
Trust signalCompliance1 record
Seeds financial estimates
Financial estimateRevenue estimate
Valuation estimate
Seeds leadership team
Management profileNumber of profiles
Profiles3 records
Seeds funding detail
Funding detailFunding overview
Funding rounds4 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Seeds M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Seeds
What does Seeds do?
Seeds is an SEC-registered investment advisory platform that combines technology and service to help financial advisors (RIAs) deliver personalized investing experiences at scale. The platform connects a three-dimensional investor assessment to proposal generation and portfolio implementation within a Unified Managed Account (UMA) framework, offering direct indexing, automated rebalancing, tax-loss harvesting, and tax-aware transitions.
Is Seeds a public or private company?
Seeds is a private company. It is classified as venture growth investor backed and is currently operating.
When was Seeds founded?
Seeds was founded in 2019. It employs 11 to 50 people.
Where is Seeds based?
Seeds is headquartered in New York, United States, in the North America region.
How does Seeds make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are platform Subscription/Service Fees.
Who are Seeds's main competitors?
Direct peers on record are Orion Advisor Technology, Envestnet, Addepar, AssetMark, SS&C Black Diamond, Advyzon and Pontera. Emerging players are Riskalyze and iCapital. Morningstar Advisor Workstation is listed as a broad incumbent.
Does Seeds have an API?
No public API is recorded for Seeds.