The Seeds Story
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.
