Tilt

About

Tilt is a Miami-based company specializing in the creation and management of custom investment indices, integrating low-cost indexing with real-time tax optimization and personalized investment themes.Tilt, founded in 2024 and headquartered in Miami, US, focuses on providing a platform for custom investment indices. In September 2025, the company raised USD 7.1 mn in Seed funding from investors including Portage Ventures and Lerer Hippeau Ventures. The founder's previous ventures are not mentioned, and there are no references to any subsidiaries or parent companies.Tilt offers a comprehensive platform for building and managing custom investment indices that integrate low-cost indexing with real-time tax optimization and thematic personalization. Their core products include a tax optimization engine that monitors portfolios for loss-harvesting opportunities while preserving target exposures. The platform allows users to define investment themes around various concepts, such as artificial intelligence supply chains or renewable energy, and provides tools for identifying relevant securities and setting exposure parameters. Additionally, Tilt aggregates data from multiple institutional sources to support accurate sector classifications and thematic relevance scores. The client base primarily consists of wealth managers, financial advisors, and fintech companies seeking to transition assets under management (AUM) from structured products to custom indexed versions. Tilt's solutions are available in major financial markets, including North America, Europe, and Asia.Tilt's revenue model is centered on providing subscription-based access to their investment platform, which allows clients to create and manage tailored investment indices. Clients engage with Tilt’s services typically through annual subscription agreements that grant them access to the full suite of analytical tools, data integration capabilities, and tax optimization features. The transaction structure primarily consists of B2B relationships with financial institutions, enabling them to offer custom indexing solutions to their client bases. The company’s flagship offering is the tax optimization engine, which enhances the overall investment strategy while providing real-time insights into loss-harvesting opportunities. Specific pricing plans are structured to accommodate various client needs, with tiered options based on the complexity and volume of services utilized.In September 2025, Tilt raised USD 7.1 mn in Seed funding to enhance product development and productivity. The company plans to expand its offerings with new products tailored for emerging market trends and investment strategies. Tilt aims to enter new geographic markets, specifically targeting expansion into Europe and Asia by late 2026. The recent funding will support these initiatives, including the development of additional features on their platform and scaling operations to meet demand in these new regions.