Zachary Conway

Founder & CEO Seeds

Last Reviewed: September 23, 2026

Executive Summary

Zachary Conway is the founder and chief executive of Seeds, a New York company that sells an investment management platform to registered investment advisers: unified managed accounts, direct indexing, tax-efficient trading and client engagement tools in one system. He built it from inside the profession it serves. Conway is himself a registered investment adviser representative and Managing Director of Conway Wealth, his family’s wealth management firm, so Seeds is an adviser’s answer to advisers’ operational problems rather than an outsider’s pitch to them. That is the idea behind what he calls “polite disruption.” The company reported a fully sold $10 million Series A in a January 2025 Form D, which he signed as Chief Executive Officer.

Career Highlights

• Founder & CEO of Seeds (Seeds Investor Holdings, Inc.), per the company’s About page and its SEC Form D filings.
• Signed the January 2025 Form D reporting a $10M Series A preferred offering, fully sold, with first sale on 20 December 2024.
• Managing Director of Conway Wealth, where his team biography credits him with more than 12 years in wealth management.
• Registered with SEC IAPD as an investment adviser representative of Seeds since July 2021 and of Summit Financial, LLC since December 2018. No disclosure events on either registry.
• Held broker-dealer registrations with Summit Equities (2015–2018) and Purshe Kaplan Sterling Investments (2018–2023). Passed the Series 7, Series 66 and SIE examinations.
• Began his career as an editorial manager at Standard & Poor’s.

Professional Journey

Conway describes himself as having grown up in the wealth management business: Conway Wealth Group is his family’s firm, and his father has spent more than four decades in wealth management. He did not go straight into it. After an economics degree he worked in corporate finance and then as an editorial manager at Standard & Poor’s, before joining the family business as a managing director.

The regulatory record fills in the timeline from there. He passed the Series 7 in December 2015 and registered with Summit Equities, Inc. in Parsippany, New Jersey, then passed the Series 66 a year later and added investment adviser registrations. In late 2018 his broker-dealer registration moved to Purshe Kaplan Sterling Investments and his adviser registration to Summit Financial, LLC, which he still holds. He left broker-dealer registration in November 2023 and now operates purely as an investment adviser representative.

Seeds grew out of that practice. By his account it was founded in 2019; the current Delaware corporation, Seeds Investor Holdings, Inc., gives 2021 as its year of incorporation and names an earlier LLC as a predecessor. Seeds has been a registered investment adviser in its own right since at least July 2021, when Conway’s IAPD record shows him joining it. The product has shifted over time. Early coverage described software for understanding clients’ values and delivering personalised portfolios and reporting. The company now describes a full portfolio operations platform covering managed accounts, direct indexing, systematic trading and client engagement.

The company raised money through a series of Form D offerings from 2022 to 2025. The largest was a $10 million Series A, with first sale in December 2024. The About page lists Blank Ventures, The Compound, Portage and Social Leverage as backers. Mike Conway is Founder and Chairman. The operating team includes a chief operating officer, a chief investment officer and a chief technology officer.

Conway lives in New Jersey. Seeds is based in New York.

Education

He has said he holds an economics degree, but no source read names the institution, so none is recorded.