Seeds Surpasses $1 Billion in Assets Under Management, Marking Rapid Growth Since Series A

NEW YORK--(BUSINESS WIRE)--Seeds, an investing experience platform built for advisor-led firms, today announced it has surpassed $1 billion in assets under management on its platform. The milestone marks a more than 100% AUM increase since the company’s Series A announcement and strategic rebrand last May, a clear sign that advisors are turning to investing platforms that support disciplined portfolio management, operational excellence, and deeper client engagement.

"Advisors want to grow without compromising how they deliver a meaningful investing experience to their clients, and we’re building Seeds to give them the structure and confidence to do exactly that."

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Reaching $1 billion in AUM follows a year of deliberate platform development focused on closing a long-standing gap between advisors’ investment philosophy, clients’ unique investing profiles, and the operational infrastructure required to deliver personalization consistently. In less than a year, Seeds has more than doubled assets on the platform while expanding its team from eight employees to 26 today, strengthening its capabilities across product, development, client success, and go-to-market.

“Crossing $1 billion in AUM is a meaningful milestone for our team and the advisors who trust us with their investment process,” said Zach Conway, Founder and CEO of Seeds. “The growth we’ve seen reflects a clear need for portfolio and trading automation combined with investing experience tools. Advisors want to grow without compromising how they deliver a meaningful investing experience to their clients, and we’re building Seeds to give them the structure and confidence to do exactly that.”

Since its Series A, Seeds has focused on strengthening the connective tissue across the investment lifecycle, from proposal through implementation and ongoing trading. Enhancements across proposal design, model management, recommendations, and systematic trading reflect a broader commitment to giving advisors a structured, consistent investment process that supports firm growth without adding operational strain.

“As advisors take greater control over how they serve clients, they’re stepping into a period of meaningful change driven by AI and rising client expectations,” said Stephanie Choo, General Partner at Portage. “Seeds is investing aggressively in its product to meet this moment, and we have strong conviction in their ability to equip advisors with the infrastructure needed to adapt, scale, and deliver a more modern investment experience.”

Looking ahead, Seeds will continue building a more connected investment management experience that brings greater structure and clarity to how advisors construct, implement, and manage portfolios. As the platform evolves, the focus remains on giving advisors the technology and support to scale their firms while keeping each client’s goals, preferences, and long-term vision at the center of every investment decision.

Alongside this AUM milestone, Seeds is now represented on the Kitces Advisor Services Map. Inclusion on one of the industry’s most referenced resources reflects growing brand visibility and affirms Seeds’ role in supporting advisors seeking scalable trading and portfolio management solutions.

To learn more about Seeds and our upcoming product enhancements, visit www.useseeds.com or pre-register for our next product update webinar on May 21^st at 1:00 PM ET.

About Seeds
Launched in 2020, Seeds is an investing experience platform built for advisor-led firms. Seeds helps advisors design an intentional investing process that reflects who their clients are and deliver it consistently across their firm as they grow. Through a three-dimensional investor assessment, advisors capture how clients think about risk, what they value, and how they make decisions. Those insights connect directly to personalized proposals, models, and portfolios that are implemented and managed within the same system, keeping client understanding, portfolio construction, and execution aligned. With flexible investment building blocks and integrated trading infrastructure, Seeds gives firms the structure and support to scale while maintaining clarity, consistency, and client-centered decision-making. To learn more about Seeds, please visit www.useseeds.com or read disclosures here.