Seeds Investor (Fund IV) Closes $2.7M Seed Funding Round

Social Leverage led the seed round for Seeds Investor (Fund IV), a fintech firm providing financial advisers the technology to deliver a personalized and engaging investing experience to their clients. Social Leverage GP Matt Ober joins the board of directors. The seed round saw additional participation from The Compound Capital Fund I, LP, the affiliated venture capital fund of Ritholtz Wealth Management, and other financial industry veterans.  

“We’re thrilled to welcome investors who harbor a deep understanding of the advisory space and the distinct opportunity that lies ahead,” founder and CEO Zach Conway said in a company release.

The firm, founded in 2019 by financial advisors Zach and Michael Conway, has been quietly building out its platform to efficiently deliver tailored portfolio solutions to advisors looking to align their clients personal values and financial priorities. 

“As asset management becomes increasingly commoditized, advisors need to pivot their value proposition toward a more engaging, digital, and personalized experience,” said Social Leverage founder and GP Howard Lindzon. “I’m delighted to back this visionary team as they help advisors make the transition.”