Seeds Investor LLC

EST. AUM
$1,001,233,189

CONTACTS

CLIENT ACCOUNTS
1,968

Firm Details

Metro area New York City
CRD Number 308909
Website useseeds.com
Client types

Overview

Seeds Investor LLC (operating simply as Seeds) is an independent, technology-focused SEC-registered investment adviser (RIA) headquartered in New York City, founded in 2019 by fintech executive Zach Conway. Operating as a business-to-business (B2B) digital investment platform and institutional sub-advisor, the firm provides the end-to-end framework independent advisory firms need to evaluate client psychology, generate proposals, and deliver highly personalized investment accounts. The Seeds engine consolidates direct indexing capabilities, systematic multi-asset rebalancing, continual tax-loss harvesting, and complex tax transition parameters into a single Unified Managed Account (UMA) workspace—completely eliminating the need for stitched-together external systems. Rather than driving generic mutual fund allocations, Seeds empowers wealth management practices to seamlessly tailor portfolios around individual investor preferences, sustainability themes, and risk constraints, handling the heavy operational lifting of daily trading and trade execution behind the scenes under an absolute fiduciary standard of care.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Seeds Investor LLC

Platform Details

Investment Preferences

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