Report card.

Seeds · New York, NY

From SEC Form ADV filings, advisor registrations and this firm's page on Advicer.bio, latest filing Jul 2026. Grades compare it with the typical wealth management RIA.

Firm page

Growth

Assets +505% in two years; typical +34%

Advisors

1 recruited, 0 left in 12 months

–

Tech stack

No stack listed yet

Advicer page

4 of 5 done

Growth

$1Bassets under management

+505%asset growth, two years (typical +34%)

5advisory staff

937individual clients · $1.1M each

Organic Growers: #4 in New York, #85 nationally of 2,994 firms beating the typical growth · organic.

Advisors won and lost

1joined from other firms

0left for other firms

+1net, last 12 months

Not on Talent Magnets (RIAs that recruited 3 or more advisors in 12 months).

Tech stack

No tools listed yet.

What the fastest growers run

–Orion on 40.4% of their stacks
–SS&C Black Diamond on 23.4% of their stacks
–eMoney on 40.4% of their stacks
–Envestnet Tamarac on 17% of their stacks

Its Advicer page

✓Logo
✓Website
✓A line about the firm
–Tech stack · List the tools you run (3 or more)
✓Advisors linked

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Go to the firm page

Grades: growth compares two-year asset growth with the typical wealth management RIA (A is 1.5× typical or more); advisors is A for a top 100 Talent Magnet, otherwise by net advisors in 12 months; tech stack by tools listed; the page by how complete it is. Assets include market gains and acquisitions. Public data only; not a recommendation.