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Seeds: New Technology Builds on Inflection Point in ESG Investing

May 3, 2021 | EP. 116 | Client Engagement, ESG Integration, RIAs, Technology
Zach Conway, Founder and CEO of Seeds, Managing Director of Conway Wealth

Seeds is an exciting new Technology platform that financial advisors can use with clients to help them align their values with their investments. Zach Conway, Founder and CEO of Seeds and Managing Director of Conway Wealth talks about how Seeds works and how it developed through his firm’s focus on balancing life and money. He launched Seeds with a $5B RIA, and has recently partnered with Just Capital and Alliance Bernstein. We talk about how the interest in ESG investing from financial advisors has reached an inflection point, and new technologies are needed to facilitate client engagement.