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

Zach Conway

Founder & CEO

Financial advisor, brand developer & entrepreneur

Seeds Mindset

Change Maker

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

Kelsey McKenna

Head of Strategy & Experience

Client experience leader committed to client satisfaction and success

Seeds Mindset

Balanced Believer

Dave Twardowski

Head of Investments

Investments leader passionate about leveraging technology to deliver innovation financial solutions

Seeds Mindset

Private Investigator

Carrie Frye

Head of Investment Operations

Cultivating the future of investment operations and compliance through technology and innovation

Seeds Mindset

Effects Causer

Marlee Gonzalez

Director of Investment Solutions

Passionate about working with advisors to build efficiencies and discover their clients' why

Seeds Mindset

Values Aligner

Dimitry Berg

Full Stack Developer

Award Winning Creative & Developer with a passion for innovative forward-thinking

Seeds Mindset

Effects Causer

Frankie Ottomanelli

Full Stack Developer

Strategic problem solver with extensive expertise in software development and data management.

Seeds Mindset

Balanced Believer

Brittney Bloch

Value Delivery Manager

Champion of excellence, driving the organization’s growth and success, enabling us to deliver outstanding solutions that make a difference in the lives of our customers.

Seeds Mindset

Change Maker

James Roberts

Client Support Specialist

Excels in delivering top-notch support. With strong communication skills and a knack for problem solving, I am dedicated to ensuring client satisfaction and building lasting relationships.

Seeds Mindset

Balanced Believer