SyntheticFi
syntheticfi.comSecurities-backed lending for financial advisors at under 4% interest
Finance & Fintechsecurities-backed-lendingfinancial-advisorsriaportfolio-lendingtax-deductiblecustodianwealth-management
About
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.
Problem
Financial advisors lack an easy way to help clients borrow against their investment portfolios at low, tax-deductible interest rates.
For
Registered Investment Advisors (RIAs) and financial advisors
How it works
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.
Business model
unknown
Status
launched