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Draft:SyntheticFi

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SyntheticFi LLC
Company typePrivate
IndustryFinancial technology
Founded2023; 2 years ago (2023)
Headquarters
ProductsSecurities-backed lending
Number of employees
10 (2025)
Websitewww.syntheticfi.com

SyntheticFi LLC is a financial technology company based in San Francisco, California. Founded in 2023, the firm is registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor.[1] It is funded by Y Combinator[2] and backed by several principals of investment advisory firms (RIAs).[3][4]

The company offers an alternative to traditional securities-backed lending with synthetic loans structured through box spreads.[5][6] Its platform is designed to serve financial advisors and high-net-worth individuals seeking portfolio-based liquidity without triggering asset sales.[7][8] As of Oct 2025, SyntheticFi serves more than 100 financial advisory firms.[5]

References

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  1. ^ "IAPD - Investment Adviser Public Disclosure - Homepage". adviserinfo.sec.gov. Retrieved 2025-06-19.
  2. ^ "SyntheticFi: Low cost securities-backed lending for financial advisors and HNWI". Y Combinator. Retrieved 2025-10-31.
  3. ^ "Portfolio". nextgenvp.com. Retrieved 2025-10-31.
  4. ^ "SLC V (Filter)". Social Leverage. Retrieved 2025-10-31.
  5. ^ a b "How Affluent Investors Are Using Options Math to Borrow on the Cheap". Bloomberg. October 29, 2025.
  6. ^ Sullivan, Brent. "$1 trillion box-spread AUM is up for grabs". www.taxalphainsider.com. Retrieved 2025-10-31.
  7. ^ "Long-Dated Box Spreads: A Better Way to Buy a Home". Cboe. Retrieved 2025-06-19.
  8. ^ Levine, Matt (October 29, 2025). "Put the Data Center in the Box". Bloomberg.