Seeds: Empowering financial advisors with portfolio-building software for personalized investor solutions.
Location
New York City, NY, US
Founded
2018
Seeds provides portfolio-building software for financial advisors, focusing on personalized investment solutions. Their platform enables advisors to assess investors more effectively, create custom portfolios, and deliver engaging insights. Seeds aims to make investing more meaningful, intentional, and personal for clients.
The company offers a digital solution that combines investor assessment, portfolio personalization, and presentation of insights. Seeds' approach emphasizes the importance of the investing experience, helping advisors enhance their services and deepen client relationships. Their platform includes features for obtaining an Investing Experience Score and presenting information in an engaging manner.
Seeds - Classification
Also Known As
Seeds Investor LLC
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 3 more industry codes
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities