SyntheticFi Raises $13M as Client Base Triples in 2026

SyntheticFi has secured over $13 million in venture funding since its launch in 2023. The fintech firm now manages more than $2 billion in regulatory assets, serving a rapidly expanding client base of advisory firms. The company provides a platform offering lower rates, tax advantages, and greater flexibility compared to traditional borrowing methods. It supports portfolio-backed financing strategies such as box spreads and synthetic VPFs.

Since early 2026, SyntheticFi’s client base has tripled in size. It now works with over 300 independent advisory firms, covering more than 3,000 advisors across the US. These firms range from emerging registered investment advisors to large advisory organisations.

CEO and co-founder Tony Yang notes that advisors are increasingly helping clients assess their full financial picture. The platform’s growth reflects a rising demand for improved tools in portfolio-backed financing and liabilities planning. SyntheticFi’s expansion demonstrates the growing need for cost-effective, tax-efficient financing solutions. Its platform continues to attract advisory firms seeking better options for their clients. The company’s rapid growth and funding success highlight its role in the evolving financial advisory space.