SyntheticFi
Fintech platform helping RIAs access low-cost, tax-efficient financing solutions for clients.
About
Technology stack
detected 2026-06-12“It seems like box trade is best because it can be fixed for a few years vs variable with the others. (And I'd probably use syntheticfi since this is all new to me.) On boxtrades.com I saw a recent 5 year at 4.75%.”
View on Reddit“Feature Request: Web UX to Automate Modeling and Execution of Box Spreads. Title. Asking for Fidelity to support what https://www.syntheticfi.com/ enables, but within a Fidelity account. Many thanks to whomever gets this to a product team.”
View on Reddit“A word of warning : SyntheticFi and BoxTrades calculate interest rates differently. BoxTrades uses a linear (non-compounding) interest rate method, which is highly inaccurate for longer duration spreads. SyntheticFi provides rates assuming…”
View on Reddit“Hi I recently got really interested in box spreads as an alternative to margin lending. Then found syntheticfi ( u/tonyyanga ) as a way of placing the order without errors. Decided go experiment with borrowing $10k, which meant 1 box spread…”
View on Reddit“Anyone heard of SyntheticFi to automate box spreads?. I'm looking to access some capital against my portfolio. A financial advisor I talk with mentioned box spreads. I don't feel savvy enough to run the options myself and setup the box spre…”
View on Reddit“Made a website to show the real time quotes for box spreads. Includes live data on open offers on both sides (i.e. for borrowing and lending) and implied interest rates. Take the guesswork out of the picture, and get immediate fills :) http…”
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What does SyntheticFi do?
SyntheticFi provides financial advisors with securities-backed lending solutions, offering lower interest rates and greater tax deductibility compared to traditional lenders. This institutional-level lending empowers advisors to deepen client relationships and grow wallet share by providing a cost-effective borrowing option. The platform serves independent advisors and their clients, simplifying the lending process and delivering better financial outcomes.
How much funding has SyntheticFi raised?
SyntheticFi has raised a total of $13M in funding. The most recent round on record is Venture Financing.
Where is SyntheticFi headquartered?
SyntheticFi is headquartered in San Francisco, California, USA.
When was SyntheticFi founded?
SyntheticFi was founded in 2023.
What industry does SyntheticFi operate in?
SyntheticFi operates in Fintech, Wealth Management, Financial Services, Embedded Finance, Lending, RIA Technology.
How many employees does SyntheticFi have?
SyntheticFi has approximately 16 people on record.