Action! Magazine: How financial advisors can create sustainable organic growth

Seeds was founded in 2019 by Zach and Michael Conway, both financial advisors who recognized that—despite burgeoning demand for personalization and a deeper experience around investing—many of their peers lacked the requisite tools and confidence to effectively meet clients’ needs. Since its inception, Seeds has been quietly building out its platform and powerhouse team, adding seasoned veterans from Russell Investments, BlackRock, J.P. Morgan, UBS Wealth Management, and Charles Schwab. With additional wealthtech talent from firms like Farther Finance, Seeds has already onboarded select advisor firms including One Seven, Southern California-based KWB Wealth, and Ohio-based Cunningham Wealth Management.