Tag : Tony Yang

Seeds and SyntheticFi Announce Partnership to Bring Box Spread Financing Inside Unified Managed Accounts
Finance Investments News

Seeds and SyntheticFi Announce Partnership to Bring Box Spread Financing Inside Unified Managed Accounts

Business Wire
Advisors can now manage client borrowing and investment strategy in a single account, with the loan operating as a sleeve within the UMA. Seeds—the integrated investing, trading, and client engagement system for independent registered investment advisors—announced its partnership with SyntheticFi— a fintech platform providing low-cost, securities-backed financing and liability planning......
SyntheticFi Raises $13M and Exceeds $2B in Regulatory AUM
Fintech Investments News

SyntheticFi Raises $13M and Exceeds $2B in Regulatory AUM

Business Wire
The fintech lending platform pioneering box spread financing now works with 3,000+ advisors across more than 300 firms, and counts Y Combinator, Social Leverage, and The Compound Capital Fund among its investors. SyntheticFi, a fintech platform helping registered investment advisors (RIAs) access low-cost, tax-efficient financing solutions for clients, recently passed......
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