Audience
Independent financial advisors and small-to-mid RIAs seeking a solution to engage clients
About Seeds
Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience.
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Integrations
No integrations listed.
Company Information
Seeds
Founded: 2019
United States
useseeds.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online
