SyntheticFi
Securities-backed lending for financial advisors at under 4% interest
SyntheticFi is a securities-backed lending platform designed for financial advisors and RIAs. It enables clients to borrow against their investment portfolios at competitive interest rates with universal tax deductibility. The platform supports major custodians including Schwab and Fidelity.
Advisors use the platform to arrange loans backed by client investment securities held at major custodians like Schwab and Fidelity, offering rates under 4% with tax-deductible interest.
Registered Investment Advisors (RIAs) and financial advisors
Background.
- Status
- launched
- Business model
- unknown
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