We're finishing 2022 strong with two major announcements!
We recently launched Seeds Assessment 2.0, an updated version of our assessment tool that includes some of the most requested features from advisors, including the ability to determine a client’s risk target as part of the Seeds assessment process. We also made several enhancements to the Seeds advisor portal to provide advisors valuable information on client profiles and progress.
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We are constantly improving the Seeds platform to help advisors provide even more value to their clients. If you are still considering using Seeds and are interested in learning more, please get in touch with us here.
Earlier this month, we also announced the closing of our seed funding round of $2.7 million. The round was led by venture firm Social Leverage, whose leadership team includes Stocktwits co-founder Howard Lindzon. It saw additional participation from The Compound Capital Fund I, LP, the affiliated venture capital fund of Ritholtz Wealth Management, as well as financial industry veterans Ryan Shanks, chief executive officer of FA Match, and Paul Walker, former co-head of technology for Goldman Sachs. DuContra Ventures, the impact fund founded by actor and investor Adrian Grenier, alongside venture capitalist Ba Minuzzi, also joined the round.
You can read the press release here, or check out coverage from InvestmentNews and AlleyWatch. We are thankful for our customers, partners, and all those who have supported our journey so far. We can’t wait to share with you what’s in store for 2023.
— Zach Conway, Founder and CEO
Worth Sharing
Identifying the ‘Hidden’ ESG Investor
We all have values that drive our decisions in life, influencing everything from the food we eat to the relationships we establish. The politicized rhetoric around #ESG has made some advisors hesitant to initiate conversations about clients’ values. It also overlooks two key realities: (1) Everyone has values that drive their decisions in life and (2) ESG was never supposed to be about saving the world. You can read more in this piece for WealthManagement.com, where Seeds co-founder and CEO Zachary Conway explains how financial advisors can cut through the noise and tap into clients’ underlying values to foster meaningful, long-term relationships.
Lousy Tech is Costing Advisors
With the wealth management landscape increasingly competitive, advisors say that having the right technology tools in their stack makes the difference between leading the way and getting left in the dust. A report released by Weston, Massachusetts-based fintech firm Advisor360° found that most financial advisors believe their tech choices have gotten in the way of their growth. More than half of the advisors reported losing business because their wealth management technology did not meet expectations. You can read more here.
Know, invest, and engage on what matters most with Seeds.
