Draft:SyntheticFi

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SyntheticFi LLC
TypePrivate
IndustryFinancial technology
Founded2023 (2023)
Headquarters
San Francisco, California
ProductsSecurities-backed lending
Number of employees
10 (2025)
Websitewww.syntheticfi.com

SyntheticFi LLC is a financial technology company based in San Francisco, California. Founded in 2023, the firm is registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor.[1] It is funded by Y Combinator[2] and backed by several principals of investment advisory firms (RIAs).[3][4]

The company offers an alternative to traditional securities-backed lending with synthetic loans structured through box spreads.[5][6] Its platform is designed to serve financial advisors and high-net-worth individuals seeking portfolio-based liquidity without triggering asset sales.[7][8] As of Oct 2025, SyntheticFi serves more than 100 financial advisory firms.[5]

References

  1. "IAPD - Investment Adviser Public Disclosure - Homepage". adviserinfo.sec.gov. Retrieved 2025-06-19.
  2. "SyntheticFi: Low cost securities-backed lending for financial advisors and HNWI". Y Combinator. Retrieved 2025-10-31.
  3. "Portfolio". nextgenvp.com. Retrieved 2025-10-31.
  4. "SLC V (Filter)". Social Leverage. Retrieved 2025-10-31.
  5. "How Affluent Investors Are Using Options Math to Borrow on the Cheap". Bloomberg. October 29, 2025.{{cite web}}: CS1 maint: deprecated archival service (link)
  6. Sullivan, Brent. "$1 trillion box-spread AUM is up for grabs". www.taxalphainsider.com. Retrieved 2025-10-31.
  7. "Long-Dated Box Spreads: A Better Way to Buy a Home". Cboe. Retrieved 2025-06-19.
  8. Levine, Matt (October 29, 2025). "Put the Data Center in the Box". Bloomberg.