Seeds CEO Zach Conway is interviewed on GetReal! TV with Meg Novins Hanington, EPC and Genevieve E. Thayer, EPC of Beacon Partners. They covered how advisors can use Seeds to simplify and integrate ESG strategies into client portfolios, aligning the client's values with their investments and legacy planning. Watch the full episode here.
🌱How Seeds started.
🌱How investors have lost "emotional resonance" in the investing process.
🌱How Seeds engages advisors to bring values into client conversations.
🌱How portfolios can perpetuate client values in line with charitable giving.
🌱Why this isn't just for Millennials.
🌱Seeds' bigger mission to shift the flow of global capital.
About Seeds Investor
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.
