Tilt is a financial technology company that’s changing how investment portfolios are built and managed. It recently raised $7.1 million in seed funding, led by Portage and Lerer Hippeau, with support from several other investors, including Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs. The company officially launched its platform on September 22nd at Portage’s Confluence event, opening access through a waitlist.
Tilt’s platform utilizes artificial intelligence to assist financial advisors and investment firms in creating customized indexes for their clients. Traditionally, building personalized portfolios has been expensive and complex, often reserved for large institutions. Tilt makes this process faster, cheaper, and more accessible. Advisors can now build an index for almost anything in just minutes, with no minimum investment required and built-in tax optimization starting at a very low cost.
The heart of Tilt’s technology is its embedding engine. This system constantly scans and analyzes a wide range of documents—from regulatory filings and news stories to social media posts. It identifies both widely accepted ideas and emerging trends, helping advisors stay ahead of the curve. Because this process runs continuously, Tilt can offer new types of investment products, adjust portfolios more frequently, and deliver the kind of personalization that today’s investors expect.
With the new funding, Tilt plans to expand its engineering team, enhance its marketing efforts, and refine its tax optimization features. It will also work on integrating its platform with other financial technology systems and advisory firms. The goal is to provide wealth managers with better tools to create meaningful, customized experiences for their clients—making high-quality investing more personal and efficient.
KEY QUOTES:
“Direct indexing has historically been the privilege of a select few, but Tilt is bringing it to the entire wealth management ecosystem at scale. 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.”
Andrew Peek, CEO of Tilt
“Personalization and tax optimization are becoming table stakes in wealth management, and Tilt has built a platform that makes these capabilities accessible at scale. We believe Tilt is uniquely positioned to reshape how advisors and investors think about portfolio construction.”
Stephanie Choo, General Partner at Portage
