About

Seeds is enabling the evolution toward truly intentional, purposeful & personalized investing

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.

The Seeds Investment Philosophy

We believe in active, engaged, and responsible investment management that drives investors and companies toward more socially responsible, ethical, and sustainable practices.

ESG Integration + Focus on Quality:

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.

The Seeds Team

Seeds is made up of a team of industry experts with decades of collective wealth management, product development, and portfolio management experience.

Zach Conway

Zach Conway

Founder & CEO

Financial advisor, brand developer & entrepreneur

Michael Conway

Michael Conway

Founder & Chairman

35 years building successful HNW advisory firm

Kristen O’Grady

Kristen O’Grady

COO & Head of Product

Experienced product developer at large institutions

Kuni Chen, CFA

Kuni Chen, CFA

Head of Investments

Wall Street veteran, researcher, and senior ESG & impact investor

Seeds Advisory Board

Xander Schultz

Xander Schultz

Brand Advisor

Venture capital, impact investing

Pratap Penumalli

Pratap Penumalli

Head Technology Advisor

Former Google product manager, including founding team that launched Chrome

Laz Tiant

Laz Tiant

Data Advisor

Experienced in ESG data analytics