SyntheticFi · Jun 2026
SyntheticFi announced $13M in total funding, over $2B in regulatory AUM, and more than 3,000 advisors across 300+ firms.
Low cost securities-backed lending for financial advisors and HNWI
Public company, workplace, funding, and market signals
Updated Jul 30, 2026
SyntheticFi is an SEC-registered investment advisor and fintech platform that provides securities-backed lending for financial advisors and their clients, helping them borrow against investment portfolios without liquidating assets.
Primary product
Securities-backed lending platform for financial advisors, including box spread-based borrowing and a hybrid mortgage product.
Founded
2023
Headquarters
San Francisco, California, United States
Team size
1-10
Work style
Flexible
Industry
Financial Services
Sub-industry
Fintech / securities-backed lending / wealthtech
Offices
0 jobs at SyntheticFi
Check back later for new openings
Business model
Leadership
Co-Founder and CEO
Co-Founder and CRO
Director of Operations
Director of Client Partnerships
Director of Sales
Positioned as a high-growth, advisor-focused startup that emphasizes product excellence, client outcomes, and a hands-on partnership model. Job posts suggest an early-stage, ambitious culture with meaningful equity upside and remote-friendly U.S.-based hiring.
Work style
Flexible
Visa sponsorship
Limited
Compensation
Public job postings show salary bands plus bonus and equity. Examples include $70K-$80K base with up to 10% bonus and 0.025%-0.10% equity, and other roles with six-figure salaries and equity. Some roles explicitly restrict hiring to U.S.-based candidates and note visa sponsorship only for exceptional U.S.-based candidates.
Benefits
Pricing
Advisory/service fees plus financing economics from securities-backed lending; public disclosures mention discretionary management fees ranging from 0% to 2.00% annually and non-discretionary flat monthly fees up to $200.
Differentiators
Technology
Customers
Competitors
Estimated revenue
Unavailable from public evidence
Estimated monthly visits
15.9K
Traffic estimate as of Jul 2026
SyntheticFi · Jun 2026
SyntheticFi announced $13M in total funding, over $2B in regulatory AUM, and more than 3,000 advisors across 300+ firms.
Morningstar / Business Wire · Jun 2026
Business Wire syndication reported the company’s financing milestone and its growth in advisors and firms served.
citybiz · Jun 2026
Reported the same $13M financing round and named Y Combinator, Social Leverage, NextGen VP, and The Compound Capital Fund as backers.
Financial Planning · Feb 2026
Profiles Joseph Wang and explains the box-spread financing strategy used by SyntheticFi for advisor clients.
Crain Currency · Oct 2025
Discusses how SyntheticFi’s box-spread borrowing strategy is being used by affluent investors and advisors.