Seeds Investor, a fintech firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience, today announced it has closed a seed funding round of $2.7 million. The round was led by venture firm Social Leverage, whose leadership team includes Stocktwits co-founder Howard Lindzon. It saw additional participation from The Compound Capital Fund I, LP, the affiliated venture capital fund of Ritholtz Wealth Management, as well as financial industry veterans Ryan Shanks, chief executive officer of FA Match, and Paul Walker, former co-head of technology for Goldman Sachs. DuContra Ventures, the impact fund founded by actor and investor Adrian Grenier, also joined the round.

Launched in 2019, fintech platform Seeds Investor was founded by financial advisors who recognized a growing gap between advisors and clients looking to truly align personal values with financial priorities. Without the right tech tools to engage clients in conversations about values and to efficiently deliver tailored portfolio solutions, advisors were missing opportunities to address pent-up demand. Meanwhile, a fragmented-and often diluted-supply of investment products in the market continued to misalign with client needs. So Seeds created a better way for leading advisors to deliver more by providing the technology and tools to engage with investors on their values and wealth goals and meaningfully connect them to customized investment solutions.