What if anyone could build their own index fund in minutes?
“Think of any theme you’re interested in – say energy transition or logistics – and with Tilt you can create an index around it,” Andrew Peek told Refresh Miami, referring to the new Miami-based startup launching today.
“Our software finds all the relevant companies, packages them together, and lets you trade that index directly through your brokerage. It works like an ETF, but with lower costs and smarter tax optimization.”
That last part is key. By handling direct indexing and automated tax-loss harvesting, Tilt gives advisors and investors more control than traditional ETFs allow. “You can keep the exposure you want while minimizing your tax bill in real time,” said Peek, the CEO [pictured above]. “It’s institutional-grade indexing, but personalized.”
The Miami-based startup, which Peek co-founded in 2024, is officially launching its platform this week alongside news of a $7.1 million seed round led by Portage and Lerer Hippeau. Tilt already has a 20-person team spread evenly across the U.S., Canada, and Europe. For now, its main customers are registered investment advisors and wealth management firms, though Peek hinted that broader consumer applications aren’t far off.
“Anyone can make a tilt, but our initial focus is on Registered Investment Advisors,” he said. “They’re the ones who need scalable tools to differentiate themselves from big incumbents, and Tilt helps them do that.”
The product is designed to plug into existing brokerage and custodian platforms, making it possible for advisors to spin up custom indices for clients without building new infrastructure. Advisors can brand these indices, align them with a client’s personal values or themes, and manage them at scale.
“It’s a B2B2C model,” Peek said. “We’re giving advisors the ability to offer something that feels deeply personal to their clients, at almost no additional cost.”
The idea of “themes” is what excites Peek the most. He sees Tilt as a bridge between the flood of content investors consume and the actual portfolios they hold. “You could listen to a podcast from Andreessen Horowitz and turn it into an index,” he explained. “Our engine extracts themes, builds the index, and lets you invest in it. The index becomes the interface, and the ontology is yours to shape.”
Miami, Peek noted, is a natural home for the company. After moving from New York, he was drawn by the tax environment and growing wealth management ecosystem.
“Miami has done a great job of attracting investment firms,” he said. “The next step is to attract investors themselves – and that’s something Tilt can help accelerate by making wealth management more modern, more flexible, and more accessible.”
The timing, Peek argued, couldn’t be better. Index funds now represent more than half of U.S. stock market assets, and yet the products themselves have barely evolved since the first ETF launched in the 1990s.
“We envision a world where investors aren’t stuck with static products that only rebalance quarterly,” he said. “They’ll be able to invest around narratives that matter to them, with tax efficiency baked in from day one.”
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