Seeds Founder Zachary Conway joined Justin Mack on the Financial Planning podcast to share why it's critical for financial advisors to take a fresh look at the experience they are delivering to clients and how Seeds is respectfully challenging the status quo to drive positive change.
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.