SyntheticFi Raises $13M in Funding
SyntheticFi, a San Francisco, CA-based wealth-tech startup that provides automated liabilities-planning software for financial advisors, has raised $13 million in a new venture financing round. The company, which serves over 300 advisory firms and 3,000+ individual financial advisors, has simultaneously surpassed $2 billion in regulatory assets under management.
The funding round was supported by a syndicate including Y Combinator, Social Leverage, NextGen VP (a subsidiary of Brown Advisory), and The Compound Capital Fund.
SyntheticFi plans to use the capital to expand its engineering team and accelerate the broader rollout of its proprietary liabilities-planning software, including the development of automated rollover tools and risk-monitoring dashboards.
Founded in 2023 by a team of quantitative developers and finance specialists including CEO Tony Yang, SyntheticFi is based in San Francisco. The company provides liability-management and financing solutions for registered investment advisors (RIAs), helping advisors optimize both assets and liabilities through institutional-grade strategies delivered via a compliance-ready software platform. SyntheticFi's technology integrates with major custodians, including Charles Schwab, Fidelity, Pershing, and Interactive Brokers.
Funding Details
Company Website: https://syntheticfi.com
Company: SyntheticFi
Raised: $13M
Funding Date: June 9, 2026
Additional Investors: Y Combinator, Social Leverage, NextGen VP, The Compound Capital Fund
Software Category: Fintech and Wealth Management