Miami based provider of direct indexing solutions for financial advisers raised $7.1m in Seed funding led by Portage and Lerer Hippeau.
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Tilt raises $7.1m in Seed funding
"Direct indexing has historically been the privilege of a select few, but Tilt is bringing it to the entire wealth management ecosystem at scale,” said Andrew Peek, CEO of Tilt. “By combining AI-driven research with real-time tax optimization, we’re helping advisors and investors create hyper-personalized portfolios that reflect their values, preferences, and beliefs.”
