SyntheticFi

SyntheticFi

Private
San Francisco, CaliforniaFinTechhttps://www.syntheticfi.com

Last 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

securities-backed lendingSBLbox spreadssecurities-backed line of creditSBLOCportfolio loantax-advantaged lendingRIA platformregistered investment advisorRIAHNWI lendingportfolio liquiditybox spread financingnon-purpose loansub-advisory services

Historical Pricing

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Caplight Momentum Score

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SyntheticFi Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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SyntheticFi Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedOct 1, 2025
AcceleratorJul 1, 2023

SyntheticFi Investors

Notable investors and investment history

Market signals

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  • 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.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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SyntheticFi Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersSan Francisco, California
Employee Range11
Year Founded2023
Last FundingOct 1, 2025

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.