Seeds

In just a few days, we’ll be heading to Miami for Future Proof Citywide to be in the heart of conversations about the future of investing. On Monday, March 17, we’re co-hosting a dinner with our partners at Social Leverage – and you’re invited to join us! If you’re interested in Venture Capital, personalized investing at scale, pioneering the new frontier of investing, or simply want to catch up at the conference,?we’d love to have you join us. RSVP here: https://lu.ma/or2ameix Come celebrate St. Patrick’s Day with us, Miami- style! Evan Rapoport #FutureProofCitywide Disclosure?in comments.?

The financial advice industry has spent years debating the wrong question. It’s not about whether active or passive management yields better client outcomes; it’s about connecting client needs, preferences, and goals to the strategies and approaches that best fit them. On March 26, we're hosting a webinar with the Financial Planning Association (FPA) to explore why Separately Managed Accounts (SMAs) are a powerful tool in an advisors’ toolbelt to deliver personalized investment solutions tailored to individual investor needs. Hear Dave Twardowski and Zachary Conway cover the benefits of SMAs and examine various SMA strategies—such as Index, Factor, and Values-based—to help you create client-centric portfolios while maximizing operational efficiency. And, yes, you can earn CE credit by attending this session. ?????? ??Save the date by registering here: https://lnkd.in/gKPTnjVf

Q: What do advisory firms that have grown more than 25% in the last year have in common? A: (Study referenced is Betterment's 2024 Advisor Survey. Full study linked below) Kelsey McKenna #advisorgrowth

The No. 1 tech pain point for advisors? The tech is "disconnected," per Orion's 2025 Advisor Wealthtech Survey. But what does disconnected mean? A lot of people may say that it means tech needs more APIs, integrations, connected data, single-sign-ons, etc. with other tech in the stack. And that's true. But it really means advisors should have tech that actually empowers them to follow a linear progression of workflows that align with the customer experience they are trying to deliver. Intro->Discovery->Proposal->Implementation-Ongoing Management. A lot of existing tech isn't built to follow that journey. It's just a portal of disconnected features, leaving advisors to figure out how to surface it all to clients. Adding another feature to a financial planning tool, for example, isn't useful to an advisor unless the platform itself makes it clear when and how to use the new feature versus the other features. When the industry talks about everything needing to be "connected," that shouldn't just mean more integrations. It should mean more intuitive user journeys that actually help advisors deliver a connected experience to clients across time.

It's official: Seeds is in for Future Proof Citywide! ????? Zachary Conway and Kelsey McKenna are headed to the 305 on March 16. And our calendars are open! Get some time face-to-face with Zach or Kelsey by requesting a Breakthru time directly in the app. Are you in?! Drop us a note below! #futureproofcitywide #futureproof

Our 2025 in/out list for advisors is pretty simple.... What would you add to this list?

Selling yourself and selling your product/service ultimately follow the same core principle: it's not about you, it's about putting the people you serve at the center of the story you're telling. ?????? Great insights from Zachary Conway Conway and Amit Matani from Wellfound's conversation. Catch the full episode over on YouTube.

Coming off of a busy week at our all-hands last week, I've been reflecting on why we're building what we're building. Some would say advisors need lots of great stuff in order to grow: services, investment solutions, technology, team members, etc. But real growth comes when you can connect it all together in a way that creates a compelling, personalized experience for clients. Advisors know this. But operational burdens can hold them back. Imagine spending all your time making clients the hero of their own story, and (almost) none of your time behind the scenes. More advisors are figuring out ways to do this, including when it comes to investment management. It's not just about personalized portfolios but personalized investing experiences. The problem is the operational complexity this has always introduced. This is exactly why we're building what we're building: an investment platform that puts client experience first... ?An engaging assessment that gets to the heart of what investors really care about ?Simple categorization of investor types that helps advisors more deeply understand them ?Portfolios that provide deeper personalization than ever before ?Tailored portfolio insights that foster trust and make guiding investors toward their long-term goals enjoyable ...all while simplifying advisors' day-to-day by getting them in front of clients and away from managing trades in legacy TAMP tech. For us, it's about so much more than building helpful tech. It's about enabling financial advisors to make a meaningful difference for end investors.

The team's all here! Every quarter, our team gets together from all over the country for some in-person collaboration, strategic planning, and good ol' fashioned fun. We believe our success is the result of inviting many voices to speak their minds, break the mold, and work as one to win together, and this time together is just one of the ways we bring our values to life. From working our way through a packed agenda, to welcoming new team members, seeing Wicked on Broadway, and channeling some friendly competition at the Lawn Club, this week in NYC has been one for the books. Can't wait to continue growing together in 2025! Zachary Conway Michael W. Conway, CFP? ChFC? Kelsey McKenna Dave Twardowski Brittney Bloch Anthony Dagostino James Roberts Kelly Forst Geno D'Avolio Timothy McClatchy Brooke Like-Taylor Macon Bauer Alex Rines Craig Bartlett Katie Massenzio, SHRM-SCP

Excited to be named to Wellfound's 10 of 10 list in 2025, recognizing the top startups leading the way in 10 trending industries! ?? We're proud to be included alongside some incredible fintech companies making waves this year. Big thanks to Wellfound for recognizing our impact creating personalized investment management experiences for advisors and the clients they serve. Let's bring on 2025! #topstartups #startupcareers #wellfound #wellfound10of10