Seeds is enabling the evolution toward truly intentional, purposeful & personalized investing
Seeds was founded in 2018 by financial advisors who recognized a growing gap between advisors and clients looking to truly align personal values with financial priorities.
Without the right tech tools to engage clients in conversations about values and to efficiently deliver tailored portfolio solutions, advisors were missing opportunities to address pent-up demand. Meanwhile, a fragmented—and often “greenwashed”—supply of investment products in the market continued to misalign with client needs.
So Seeds created a better way for leading advisors to deliver more.
We believe in active, engaged, and responsible investment management that drives investors and companies toward more socially responsible, ethical, and sustainable practices.
We believe analyzing companies' environmental, social, and governance (ESG) risk factors (or what we call their "EPI") can ensure better alignment with client values and mitigate portfolio risks over the long term.
Seeds is made up of a team of industry experts with decades of collective wealth management, product development, and portfolio management experience.
Founder & CEO
Financial advisor, brand developer & entrepreneur
Founder & Chairman
35 years building successful HNW advisory firm
COO & Head of Product
Experienced product developer at large institutions
Head of Investments
Wall Street veteran, researcher, and senior ESG & impact investor
Venture capital, impact investing
Head Technology Advisor
Former Google product manager, including founding team that launched Chrome
Experienced in ESG data analytics