The Story

Advisors

Accelerate what your firm can do.

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Clients

Make your investments matter more.

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About Seeds

Powering the next era of advice.

Reach Your Full Potential

Seeds is starting a movement to make financial advice more human, accessible, and meaningful.

Good advisors with the right tools build deeper relationships and deliver better outcomes. That’s why we designed Seeds to help advisors grow faster without compromising personal connection.

Engage

Engage with clients on a deeper level, free from the burden of busywork.

Automate

Automate the tedious parts of investing and eliminate operational drag.

Unlock

Unlock your full potential by doing what you do best—faster and at scale.

This is smart investing, simplified. This is how it should be.

See Seeds

We’re a team of doers,
dreamers, and
financial professionals
building the platform
we wish we had.

We listen closely, iterate quickly, and care deeply about creating tools that make a tangible difference in your life.

Seeds is built by advisors like you. We know your pain points because we’ve lived them. Our team blends real-world experience with product expertise to build the investing platform we always wanted.
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“Seeds allows me to make a custom investment experience for each client without having to do a whole lot of work.”

Dace DeKruif
Silver Strand Financial Planning

Investment Platform for Financial Advisors

“Seeds allows me to make a custom investment experience for each client without having to do a whole lot of work.”

Dace DeKruif​
Silver Strand Financial Planning

Investment Platform for Financial Advisors

“Seeds makes investment management seamless, reducing manual tasks and simplifying workloads.”

Neil Cashes
Conway Wealth

Investment Platform for Financial Advisors

“Now I can offer something my clients didn’t even know they wanted, but when I tell them, they say, ‘Wait, you can do that?’”

Dace DeKruif
Silver Strand Financial Planning

Investment Platform for Financial Advisors

“It’s not just another investment platform. Seeds helps clients invest in what matters to them without compromising performance.”

Guillaume Decalf
Oui Financial

Investment Platform for Financial Advisors

“Seeds is so crucial in managing the nuances of investment and portfolio management for my socially conscious clients. It takes that burden off my shoulders completely.”

Melissa Reaktenwalt
EViE Financial

Investment Platform for Financial Advisors
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Testimonials are provided by current users and reflect their personal experiences. They are not a guarantee of future performance or success. All investing involves risk, including the potential loss of principal.

Backed by believers in the future of human advice.

If our vision for human-centric financial advice resonates with you, you’re in good company.

Careers
Investment Platform for Financial Advisors
Seeds Mindset

Change Maker

Zach Conway

Founder & CEO

Investment Platform for Financial Advisors
Seeds Mindset

Effects Causer

Mike Conway

Founder & Chairman

Investment Platform for Financial Advisors
Seeds Mindset

Balanced Believer

Kelsey McKenna

Chief Operating Officer

Investment Platform for Financial Advisors
Seeds Mindset

Balanced Believer

Alex Lolland

Revenue Operations Specialist

Investment Platform for Financial Advisors
Seeds Mindset

Score Keeper

Alex Rines

Senior Developer

Investment Platform for Financial Advisors
Seeds Mindset

Score Keeper

Anthony Dagostino

Director of Engineering

Investment Platform for Financial Advisors
Seeds Mindset

Score Keeper

Anthony Duran

Director of Product

Investment Platform for Financial Advisors
Seeds Mindset

Change Maker

Brittney Bloch

Value Delivery Manager

Investment Platform for Financial Advisors
Seeds Mindset

Balanced Believer

Brooke Like-Taylor

Client Support Specialist

Investment Platform for Financial Advisors
Seeds Mindset

Balanced Believer

Craig Bartlett

Senior Developer

Investment Platform for Financial Advisors
Seeds Mindset

Private Investigator

Dave Twardowski

Head of Investments

Investment Platform for Financial Advisors
Seeds Mindset

Score Keeper

Geno D’Avolio

Director of Investment Operations

Investment Platform for Financial Advisors
Seeds Mindset

Balanced Believer

James Roberts

Team Lead, Client Support Specialist

Investment Platform for Financial Advisors
Seeds Mindset

Balanced Believer

Joel Evenhouse

Director of Client Success

Investment Platform for Financial Advisors
Seeds Mindset

Balanced Believer

Kelly Forst

Director of Marketing

Investment Platform for Financial Advisors
Seeds Mindset

Balanced Believer

Macon Bauer

Senior Product Designer

Investment Platform for Financial Advisors
Seeds Mindset

Balanced Believer

Matt MacLellan

Trade Associate

Investment Platform for Financial Advisors
Seeds Mindset

Reflective Reflector

Mike Bolesta

Principal Software Developer

Investment Platform for Financial Advisors
Seeds Mindset

Score Keeper

Neil O’Connell

Senior Developer

Investment Platform for Financial Advisors
Seeds Mindset

Score Keeper

Tim McClatchy

Investment Associate

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Advisors

Accelerate what your firm can do.

Get Demo

Clients

Make your investments matter more.

Find Your Advisor

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