Tilt, an AI-powered direct indexing platform, announced a $7.1 million Seed round today. Portage and Lerer Hippeau led the investment, joined by Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs. The platform will launch on September 22nd behind a waitlist at Portage’s Confluence event.

Tilt transforms wealth management by allowing advisors, TAMPs, and RIAs to create scalable, zero-minimum indices with real-time tax optimization, starting at just three basis points. The platform empowers users to build personalized indices in minutes using AI-driven thematic research. This approach democratizes institutional-grade indexing and personalization for investors.

AI-Driven Indexing Technology

At the heart of Tilt is an embedding engine that continuously ingests, parses, and scores documents, including SEC filings, news articles, and social media content. Consequently, Tilt surfaces both consensus insights and emerging market themes. This always-on processing enables higher-frequency rebalancing, new structured products, and personalized portfolios demanded by advisors and investors.

Andrew Peek, CEO of Tilt, said, “Direct indexing was historically available to only a few, but Tilt brings it to the entire wealth management ecosystem. By integrating AI research and real-time tax optimization, advisors can create portfolios tailored to clients’ values and preferences.”

The Seed funding will expand Tilt’s engineering and go-to-market teams, enhance its tax optimization engine, and scale integrations with fintech platforms, TAMPs, and advisory firms. The Confluence launch will showcase tools helping wealth managers deliver more personalized client experiences.

Stephanie Choo, General Partner at Portage, said, “Personalization and tax optimization are essential in wealth management. Tilt’s platform makes these capabilities accessible at scale and reshapes portfolio construction for advisors and investors.”

Explore Finance Tech News for the latest innovations in financial technologies and expert insights shaping the future of digital finance!

News Source: Businesswire.com