Joseph Wang

Founder @SyntheticFi_SF (YC S23).
Let's build!

[Joseph Wang @Joseph_YZ_Wang]

@pulley’s shutdown is so… unceremonious for a de facto #2 in the space. Just an email and a pop-up. No articles no founder video no nothing. Tech press didn’t even pick it up. Very jarring tbh

[SyntheticFi @SyntheticFi_SF]

Today, we're excited to share a few milestones:

→ Over $2B in regulatory AUM
→ $13M raised from Y Combinator, Social Leverage, NGVP (a subsidiary of Brown Advisory), Compound Capital Fund, and other investors
→ 3,000+ advisors on the platform
→ 300+ advisory firms served

Since launching in 2023, we've made it easier for advisors to offer financing and liabilities planning.

Firms are using SyntheticFi to help clients buy homes, diversify concentrated stock positions, fund investment opportunities, refinance debt, and solve a wide range of liquidity challenges.

Thank you to our customers for believing in us, our investors for supporting the vision, and our team for building every step of the way.

Press Release in Comments Below 🔗 👇

[SyntheticFi @SyntheticFi_SF]

An advisor just won an $8M client his competitor couldn't keep.

His prospect wanted a $1.5M vacation home but had massive embedded gains. Previous advisor said it couldn't be done.

Ben Jones at Wave Wealth used SyntheticFi instead.

→ Bridge loan structured in days
→ Zero positions sold
→ Zero tax event triggered
→ Entire $8M portfolio moved over

Then the client looked at the rate and decided paying it off wasn't the smart move. Now the borrowing costs have been turned into an ongoing tax strategy.

Want more cases like this? Subscribe to our newsletter. Link in comments.👇

Rates may vary. Box spread strategies involve risk. Rate comparisons are based on specific assumptions and results are not guaranteed. Not suitable for all investors. Ben Jones is not a direct client of SyntheticFi LLC, but collaborates with SyntheticFi LLC on behalf of their firm's clients. No compensation has been provided for sharing their opinion and experience with our firm.

[Joseph Wang @Joseph_YZ_Wang]

@OwenWntr Feeling cooked 🥺 time to log off for a bit.

[Joseph Wang @Joseph_YZ_Wang]

@alexkaplan0 Georgia?

[Joseph Wang @Joseph_YZ_Wang]

@Itsjoeco This is supposedly their English website: https://t.co/3sIohnY3Fp. Barely any “contestants” and winner updates stopped after 2018. There’s an FT article about it too: https://t.co/fH4asXADAh

[Joseph Wang @Joseph_YZ_Wang]

@Itsjoeco Likely scam. Most of their info is in Chinese if you search 辣妈国际. This website have some of their events: https://t.co/pQ1tKmzpTF. In the link, they said “a total of 23 contestants” and hosted the event in a department store. Hard to believe that would generate 60K+ revenue

[Joseph Wang @Joseph_YZ_Wang]

@mwseibel Name and shame! And pin it on top of the Investors Ratings on bookface :)

[Joseph Wang @Joseph_YZ_Wang]

@OwenWntr 🙏appreciate your work!

[Joseph Wang @Joseph_YZ_Wang]

@ThePoliticalHQ Reform doing god’s work in lots of these 😂

[Joseph Wang @Joseph_YZ_Wang]

@cashpandajesus @paulg @markessien The only correct answer :)

[Joseph Wang @Joseph_YZ_Wang]

@GustoHQ This is timely and very much welcomed lol

[Joseph Wang @Joseph_YZ_Wang]

Apparently @amazon #Newsstand is getting nuked. Email sent out just after midnight PT on Mar 10 (I’m in CT so it says 2:03AM) letting people know they ended the service on the 9th. This is the first time I got a product update with NEGATIVE lead time 🤪

[Joseph Wang @Joseph_YZ_Wang]

By muted I meant blocked but you get the idea.

[Joseph Wang @Joseph_YZ_Wang]

#Twitter is already breaking. I can’t see my latest Tweet on my timeline, the threads and their replies are broken, and accounts I muted (*cough* #Elon) have started to show up again. With the #wordcup2022 this weekend, doubt Twitter is gonna survive long. #RIPTwitter.

[Joseph Wang @Joseph_YZ_Wang]

@AllMattNYT I read the article in full. It’s very well written and with reflections on the current paradigm of conservation efforts. The subtitles are misleading - it’s not about calling them invasive, it’s the actions that follows and the implications

But hey it’s Twitter so nuance is dead

[Joseph Wang @Joseph_YZ_Wang]

@tribe_kariess @laizam17 @DerBruesseler @factsandtruths3 @vonderleyen @Ryanair “He considers” “he has the right” Not even trying to hide the authoritarianism and extrajudicial procedures. Maybe you’d be more comfortable in N Korea.