RIA · CRD 283887SEC-Registered

Updated:

SEEDSAFE FINANCIAL LLC

SeedSafe Financial helps tech professionals and values-driven families make confident financial decisions. They are an independent, fee-only fiduciary firm of...

SEEDSAFE FINANCIAL LLC

SeedSafe Financial helps tech professionals and values-driven families make confident financial decisions. They are an independent, fee-only fiduciary firm of CFPs, a CPA, and an EA serving clients on stock compensation, tax planning, and life goals. They work with ambitious families navigating tech compensation, rising income, and real-life priorities.

General information

Firm type

RIA

Year founded

2016

Principals

Rebecca Jackson

CPA / PFS™, CFP®, RLP is the founder of SeedSafe Financial LLC

Alex Smith

CFP® — Financial Advisor & Portfolio Manager

Maren Madsen — Senior Operations Associate

Keturah Orji — Paraplanner

Jessica Shugart — Client Service Associate

Frequently asked questions

What is SEEDSAFE FINANCIAL LLC?

SEEDSAFE FINANCIAL LLC is a ria tracked on Altss.

When was SEEDSAFE FINANCIAL LLC founded?

SEEDSAFE FINANCIAL LLC was founded in 2016.

What does Altss track for SEEDSAFE FINANCIAL LLC?

Altss maintains an OSINT-verified profile of SEEDSAFE FINANCIAL LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is SEEDSAFE FINANCIAL LLC's website?

SEEDSAFE FINANCIAL LLC's public website is seedsafefinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is SEEDSAFE FINANCIAL LLC?

SEEDSAFE FINANCIAL LLC is classified by Altss as a RIA.

How does Altss source intelligence on SEEDSAFE FINANCIAL LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was SEEDSAFE FINANCIAL LLC's Altss profile last updated?

SEEDSAFE FINANCIAL LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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