Takeaways by Saasverse AI
- Tilt | Seed Round | $7.1 Million | Direct Indexing and Wealth Management.
- Led by Portage and Lerer Hippeau, with participation from Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs.
- Tilt's AI-powered platform democratizes institutional-level direct indexing with real-time tax optimization, targeting wealth advisors and RIAs.
Tilt, a fintech startup revolutionizing wealth management, has successfully raised $7.1 million in a seed funding round co-led by Portage and Lerer Hippeau. Additional contributions came from Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs. The funding coincides with the imminent launch of Tilt's innovative platform, set to debut on September 22 at Portage's Confluence event.
Tilt is pioneering a new era in wealth management by empowering financial advisors, Turnkey Asset Management Platforms (TAMPs), and Registered Investment Advisor (RIA) firms with seamless, low-cost direct indexing solutions. The company offers real-time tax optimization and a fee structure as low as three basis points. Through its AI-driven thematic research engine, Tilt enables users to construct personalized indices in minutes, democratizing institutional-caliber direct indexing for a broader audience.
At the heart of Tilt's platform lies a robust embedded engine capable of continuously ingesting, analyzing, and scoring diverse data types. From SEC filings and news articles to social media trends, this engine identifies consensus themes and emerging investment narratives. This sophisticated capability supports higher-frequency index rebalancing, the creation of novel structured products, and the personalization demands of modern investors.
Andrew Peek, CEO of Tilt, emphasized the transformative potential of the platform: "Direct indexing has traditionally been a privilege reserved for a select few, but Tilt is bringing it to the entire wealth management ecosystem at scale. By combining AI-driven research with real-time tax optimization, we empower advisors and investors to construct highly personalized portfolios that reflect their values, preferences, and beliefs."
Saasverse Insights
Tilt's entry into the market underscores a broader trend: the rapid evolution of AI applications in fintech. No longer confined to data analytics, AI is now enabling deep personalization and smarter decision-making across financial services. Tilt's seamless integration of direct indexing, thematic investing, and tax optimization sets a new benchmark for wealth management platforms. By lowering barriers and operational costs, the company has the potential to disrupt traditional service models and redefine industry standards.
The convergence of AI and wealth management presents significant opportunities for further innovation. As demand for personalized, value-driven investing grows, Tilt’s platform could catalyze an industry-wide shift toward more inclusive, client-centric financial solutions. Investors and industry stakeholders alike should monitor this development closely, as Tilt’s approach may signal the emergence of AI-driven wealth management as the new norm.