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Tilt, founded by Andrew Peek, raises $7.1M Seed Funding led by Portage and Lerer Hippeau
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.
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.
The round was led by Portage and Lerer Hippeau, with participation from Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs.
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.
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.
The company continuously parses structured and unstructured data to surface both consensus and emerging themes, powering a new generation of indices.
source; FinSMEs
