We’re creating a world where money and meaning are aligned
Seeds enables truly intentional, purposeful, and personalized investing
Created by advisors, for advisors
Seeds was started in 2019 by Zach and Michael Conway, financial advisors who needed technology and tools necessary to serve a fast-evolving client base. They created Seeds to enable advisors to win the hearts and minds of their clients.
Our Vision
A world where money and meaning are aligned
At Seeds, we believe...
In Polite disruption
We are at the forefront of innovation to strengthen, not weaken, our industry.
In Collaboration
We win when we work as one and when we bring people together.
In Transparency
We act like the whole world is watching, because one day it will be.
Trust is our Currency
We work hard to earn it; the interest it compounds is astounding.
In Active Listening
Our success will derive from inviting the many voices to speak their minds.
In Tech x Humanity
When multiplied, these two power sources will change the world of investing.
Our Team
Michael Conway
Founder & Chairman
35 years building successful HNW advisory firm
Seeds Mindset
Effects Causer
Ofir Braverman
Head of Technology
Experienced CTO and developer at Investment Firms, Hedge Funds
Seeds Mindset
Complex Contrarian
Peter Moroni
Head of Growth
Strategic sales leader with deep expertise across institutional & retail channels
Seeds Mindset
Reflective Reflector
Kuni Chen, CFA
Head of ESG Integration
Wall Street veteran, researcher, and senior ESG & impact investor
Seeds Mindset
Private Investigator
Kelsey McKenna
Head of Success
Client experience leader committed to client satisfaction and success
Seeds Mindset
Balanced Believer
Stephanie Lawrence
Head of Operations
Financial operations and cybersecurity SME
Seeds Mindset
Balanced Believer
Marlee Gonzalez
Director of Client Engagement
Passionate about working with advisors to build efficiencies and discover their clients' why
Seeds Mindset
Values Aligner
Jon Strelec, CFA
Investment Consultant
Portfolio and investment specialist
Seeds Mindset
Reflective Reflector
Dimitry Berg
Full Stack Developer
Award Winning Creative & Developer with a passion for innovative forward-thinking
Seeds Mindset
Effects Causer
Our Investors
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Help us change the world of investing.
Join our team
Check out some of the open roles available.
Life at Seeds
