SyntheticFi hits $2B in assets as demand for tax-efficient financing surges

SyntheticFi has seen rapid growth since its launch in 2023. The company now manages over $2 billion in regulatory assets and works with more than 300 advisory firms across the US. Its platform provides low-cost, tax-efficient financing solutions for clients. The firm has expanded quickly, with its assets under management growing roughly threefold since early 2026. It serves a wide range of advisory businesses, from small registered investment advisors to large organisations. Together, these firms represent over 3,000 advisors nationwide.

SyntheticFi’s platform supports various financial needs, including home purchases and managing concentrated stock positions. It offers strategies such as box spreads and synthetic variable prepaid forwards. These tools help advisors create portfolio-backed financing plans for their clients.

The company has also secured significant funding. Since its founding, it has raised over $13 million from various investors. CEO and co-founder Tony Yang notes that advisors are increasingly focused on holistic financial planning for clients. SyntheticFi’s rise highlights the growing demand for better financing and liabilities planning tools. Its platform enables advisors to offer more flexible and efficient solutions. The company’s continued expansion reflects its strong position in the advisory market.