SyntheticFi Triples Client Base as Demand for Tax-Efficient Financing Surges

SyntheticFi has expanded rapidly since its launch in 2023. The platform now supports over 300 independent advisory firms across the US, serving more than 3,000 advisors. Its growth highlights a rising demand for improved portfolio-backed financing and liability planning tools. The company provides advisors with low-cost, tax-efficient financing solutions for their clients. Its platform offers lower interest rates, potential tax benefits, and more flexibility than traditional borrowing methods. Strategies like box spreads and synthetic variable prepaid forwards (VPFs) are now accessible to a broader range of firms, from emerging RIAs to large advisory organisations.

SyntheticFi has seen strong momentum in 2026. Its client base has tripled since the start of the year, while regulatory assets under management have surpassed $2 billion. The firm has also secured over $13 million in venture financing from various investors since its founding.

Tony Yang, CEO and Co-Founder, notes that advisors are increasingly adopting holistic approaches to client finances. He believes the platform’s tools help them address complex financial decisions more effectively. SyntheticFi’s platform continues to gain traction among advisory firms. Its focus on cost efficiency, tax advantages, and flexibility has driven significant growth in assets and client numbers. The company’s expansion reflects a broader shift towards more sophisticated financial planning solutions.