Toronto-based Tilt, an AI-powered direct indexing startup, has raised $7.1 million in seed funding to bring institutional-grade portfolio personalization to the wealth management sector.
The round was led by Portage and Lerer Hippeau, with participation from Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs.
The company debut its platform at Portage’s Confluence event, opening access via a waitlist. Tilt’s technology allows advisors, TAMPs, and RIAs to create scalable, zero-minimum indices with real-time tax optimization, starting at 3 basis points.
“Direct indexing has historically been the privilege of a select few, but Tilt is bringing it to the entire wealth management ecosystem at scale,” said Andrew Peek, CEO of Tilt. “By combining AI-driven research with real-time tax optimization, we’re helping advisors and investors create hyper-personalized portfolios that reflect their values, preferences, and beliefs.”
At the heart of Tilt’s platform is an AI-driven embedding engine that continuously ingests and scores documents ranging from SEC filings to news and social media. This always-on analysis surfaces both consensus and emerging themes, enabling faster rebalancing, new types of structured products, and highly tailored indices.
The Seed funding will support Tilt’s expansion of its engineering and go-to-market teams, further development of its tax optimization engine, and integration with fintech platforms and advisory firms.
“Personalization and tax optimization are becoming table stakes in wealth management, and Tilt has built a platform that makes these capabilities accessible at scale,” said Stephanie Choo, General Partner at Portage. “We believe Tilt is uniquely positioned to reshape how advisors and investors think about portfolio construction.”
Source: https://www.fintech.ca/
