Tilt, an AI-powered direct indexing platform, has raised $7.1 million in Seed funding to accelerate its mission of making personalized wealth management accessible at scale. The round was led by Portage and Lerer Hippeau, with participation from Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs. Tilt will debut its platform to the public on September 22 at Portage’s Confluence event, opening access behind a waitlist.
Financial Technology Insights: Cluster Reply Backs Riverty’s AI-First Omnichannel Strategy
The company’s technology enables advisors, TAMPs, and RIAs to deliver scalable, zero-minimum indices with real-time tax optimization, starting at just 3 basis points. Through an AI-driven thematic research process, users can build an index for virtually any idea in minutes—democratizing a capability that was once limited to large institutions.
At the heart of Tilt’s platform is a proprietary embedding engine that continuously ingests and analyzes data from SEC filings, news articles, and even social media. By surfacing both consensus and emerging themes, Tilt allows investors to construct indices that are more adaptive, personalized, and relevant to evolving markets. This real-time intelligence supports high-frequency rebalancing and enables a new wave of structured products.
Financial Technology Insights: SOOHO.IO & Chainlink Transform Stablecoin FX in Korea
“Direct indexing has historically been the privilege of a select few, but Tilt is bringing it to the entire wealth management ecosystem,” said Andrew Peek, Chief Executive Officer of Tilt. “By combining AI-driven research with real-time tax optimization, we’re giving advisors and investors the tools to create hyper-personalized portfolios that reflect their values and beliefs.”
Financial Technology Insights: WUSD Cross-Chain Bridging Launches on Stargate Finance
With the new funding, Tilt plans to grow its engineering and go-to-market teams, further advance its tax optimization engine, and deepen integrations with fintech platforms, TAMPs, and advisory firms. As the demand for personalization and tax efficiency grows in wealth management, Tilt aims to set a new standard for how portfolios are built and managed.
To share your insights with the FinTech Newsroom, please write to us at sudipto@intentamplify.com