Tilt, a Miami, FL-based provider of an AI-powered direct indexing platform, raised $7.1M in Seed funding.

The round was led by Portage and Lerer Hippeau, with participation from Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs.
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The company intends to use the funds to expand its engineering and go-to-market teams, further develop its tax optimization engine, and scale integrations with fintech platforms, TAMPs, and advisory firms.



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Led by CEO Andrew Peek, Tilt is transforming wealth management by commoditizing direct indexing for fintechs, TAMPs, and RIAs. Its AI-powered platform enables advisors and investors to create personalized, tax-optimized portfolios with zero minimums, scalable execution, and cost-plus pricing.

The company continuously parses structured and unstructured data to surface both consensus and emerging themes, powering a new generation of indices.
​source; FinSMEs
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