SyntheticFi Raises $13M, Surpasses $2B in Regulatory AUM
- 2 days ago
- 1 min read
SyntheticFi has raised $13 million and surpassed $2 billion in regulatory assets under management, the company announced on June 15, 2026. The financing came from Y Combinator, NextGen VP, Social Leverage, The Compound Capital Fund, and other investors across the wealth management ecosystem. Founded in 2023, the SEC-registered firm is now used by more than 3,000 advisors across 300-plus advisory firms, roughly tripling its platform since the start of the year.
SyntheticFi gives advisors a single platform for sophisticated financing strategies such as box spreads and variable prepaid forwards, tools historically available only to institutions and ultra-high-net-worth investors. The company says these approaches can help clients lower borrowing costs, improve tax efficiency, and access liquidity without selling appreciated assets. According to the firm, advisors are increasingly weighing financing alongside investment and tax decisions rather than treating borrowing as a standalone transaction.
That shift reflects the broader move toward Family Office as-a-Service, in which technology brings the high-touch capabilities of a family office, including liability optimization, down-market to everyday advisory firms. By embedding financing into holistic planning, SyntheticFi positions advisors to collaborate closer to the center of a client's financial life. The company plans to use the new capital for product development, deeper advisor partnerships, and team expansion.