Grow wealth.
Align values.

Seeds is enabling the evolution toward truly intentional, purposeful & personalized investing.

Get Started
It starts with seeds

A simple process for attracting, engaging, and inspiring clients

Created with Sketch.


Engage clients about what matters most.
Created with Sketch.


Analyze current holdings for financial and ESG risks.
Created with Sketch.


Present tailored portfolio solutions.
Created with Sketch.


Continually connect on what matters.

Engage & Understand

Feel fully empowered to lead clients in conversations and
to assess how each prioritizes personal values.

Deliver Tailored Solutions

Leverage tools to seamlessly convert client preferences into truly customized investment proposals.

Get Started