SyntheticFi, a San Francisco, CA-based provider of a fintech platform for registered investment advisors (RIAs) to access low-cost, tax-efficient financing solutions for clients, raised over $13M in financing since its founding in 2023. Backers included Y Combinator, Social Leverage, NextGen VP (subsidiary of Brown Advisory), The Compound Capital Fund, and other investors across the wealth management ecosystem.
Help your client borrow against their investments at under 4% interest rate with universal tax deductibility. Support major RIA custodians such as Schwab and Fidelity.