SyntheticFi
PrivateLast Round
Seed
Oct 1, 2025
Total Funding Raised
$500,000
Momentum Score
25 /100
Company Overview
SyntheticFi LLC is a Y Combinator-backed financial technology company founded in 2023 and headquartered in San Francisco. The firm operates as an SEC-registered investment advisor, offering a platform for low-cost, securities-backed lending to financial advisors and high-net-worth individuals. SyntheticFi's core product utilizes an exchange-traded options strategy known as box spreads to provide liquidity at competitive rates, allowing clients to borrow against their investment portfolios without needing to sell assets. The platform is designed to integrate with major brokerage accounts, acting as a robo-advisor to automate the complex trading process.
Sector
FinTech
Verticals
Lending & Credit, Wealth Management, RegTech, Real Estate Finance
Business Model
B2B2C
Customer Profile
Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
SyntheticFi Comps
Public and private peers based on sector, stage, and business model.
SyntheticFi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 1, 2025 | ||||
| Accelerator | Jul 1, 2023 |
SyntheticFi Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ritholtz Wealth Management | Seed |
| Brown Advisory | Seed |
| Y Combinator | Seed, Accelerator |
| Social Leverage | Seed |
| NextGen Venture Partners | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 8, 2026
Sustained over 20% month-over-month growth for the past year.
- Mar 9, 2026
Added Ritholtz Wealth Management LLC as a customer.
SyntheticFi Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about SyntheticFi's valuation, stock price, and market status.