Introducing investing as an experience.

With Seeds, advisors can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution.
How does your investing experience stack up?
Get Investing Experience Score
Advisors know experience matters. Investing shouldn’t be the exception. Make investing more meaningful, intentional, and personal.

Your end-to-end growth platform

Attract new clients
Today’s investors want more than just ROI—they want a more digital, engaging and personalized experience.
Shorten sales cycles
Our end-to-end platform saves time with proposals, portfolios and presentations all in one place.
Connect meaningfully
When you know what matters, you can build deeper relationships that stand the test of time and market volatility.
See how it works
As featured in
Nasdaq Trade Talks
RIA Biz
Investors Business Daily
Wealth Solutions Report
Financial Planning
Forbes
Wealth Management
Businesswire
Morningstar
Yahoo!Finance
Investment News 'In the Office'
FA-Mag
Alley Watch
VettaFi
Nasdaq Trade Talks
RIA Biz
Investors Business Daily
Wealth Solutions Report
Financial Planning
Forbes
Wealth Management
Businesswire
Morningstar
Yahoo!Finance
Investment News 'In the Office'
FA-Mag
Alley Watch
VettaFi
RIA Biz
Financial Planning
Forbes
Wealth Management
Businesswire
Investment News 'In the Office'

Welcome new clients and increase wallet share

3X
faster conversion
100%
increase in prospect conversions
25%
increase in current client assets
Figures are as of Dec. 31, 2022. Statistics include results from Seeds’ beta-testing period between January and December 2022. The performance shown is not necessarily indicative of future performance, which could differ substantially. This does not reflect the impact of material economic, market and/or any other material factors specific to your situation. The results shown were achieved by means of a mathematical formula. Calculation of figures can be viewed here.
Our users
Conway Wealth Group
KWB
Cunningham
OneSeven
SRI Investing

Seeds Insights

Find expert guidance, industry advancements, and strategic resources designed for the modern advisor.
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Altruist and Seeds Partner To Help Advisors Deliver a More Meaningful Investing Experience
Company Updates
Altruist and Seeds Partner To Help Advisors Deliver a More Meaningful Investing Experience
What’s New: Increased Investment Personalization
Company Updates
What’s New: Increased Investment Personalization

Grow your business with seeds.

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