SyntheticFi

SyntheticFi is a fintech lending platform that helps registered investment advisors provide clients with low-cost, tax-efficient, portfolio-backed financing. It uses institutional strategies such as box spreads and synthetic variable prepaid forwards to support major financial needs, including home purchases, refinancing, and concentrated-stock management. The company combines technology, education, and implementation support to integrate borrowing and liabilities planning into wealth-management practices.