SyntheticFi

Summary active Updated Jun 13, 2026

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Location San Francisco, CA
Founded 2023
Latest Stage Venture
Total Raised $13M (this round)

Investors

Matt Ober Seed (2024)
Tom Peterson Seed (2024)
Y Combinator venture (2026)
Social Leverage venture (2026)

Founders

Tony Yang CEO & Co-Founder

About

SyntheticFi is a San Francisco-based fintech platform that enables registered investment advisors (RIAs) to access low-cost, tax-efficient financing solutions for their clients 12. The platform helps advisors implement portfolio-backed financing strategies including box spreads and synthetic variable prepaid forwards 13. Founded in 2023 by Tony Yang and co-founders, the company serves more than 300 advisory firms and over 3,000 individual financial advisors, and on June 9, 2026 announced $13 million in new funding alongside a milestone of surpassing $2 billion in regulatory assets under management (RAUM) 123.

Funding History

Date Round Amount Lead Co-investors
2026-06-09 Venture $13M Not disclosed Y Combinator, Social Leverage, NextGen VP, The Compound Capital Fund 123

What Investors Say

No independently sourced investor quotes found at this time.

What Founders Say

“Borrowing was treated as separate from wealth management for a long time. That’s changing. Advisors increasingly help clients consider their entire financial picture.”

— Tony Yang, CEO and Co-Founder, SyntheticFi 2

Sources


  1. Pulse 2.0, “SyntheticFi Raises $13 Million And Surpasses $2 Billion In Regulatory Assets Under Management,” June 9, 2026. Accessed June 2026. https://pulse2.com/syntheticfi-raises-13-million-and-surpasses-2-billion-in-regulatory-assets-under-management/

  2. FinTech Global, “SyntheticFi raises $13m and hits $2bn in assets,” June 10, 2026. Accessed June 2026. https://fintech.global/2026/06/10/syntheticfi-raises-13m-and-hits-2bn-in-assets/

  3. Ventureburn, “SyntheticFi Raises $13M, Surpasses $2B in Assets,” June 2026. Accessed June 2026. https://ventureburn.com/syntheticfi-raises-13m-surpasses-2b-in-assets/