A wealth platform
for tokenized assets & crypto

We provide turnkey technology and infrastructure services to compliantly onboard crypto and tokenized assets into financial institutions.

Web3 Advisor Image

Our company is founded by a team of seasoned professionals from both traditional finance and Web3 who saw a critical gap in the market: financial services firms lacked the tools—and often the expertise—to effectively integrate tokenized assets and crypto into their businesses. Our mission is to provide a turnkey platform, purpose-built to support the next wave of blockchain adoption in financial services.

Secure, safe, and integrated solutions to build
the optimal foundation for Web3 participation.

A unified platform purpose-built to bridge the gap between traditional financial services technology
and the digital asset ecosystem

Client Onboarding

Streamline client onboarding across multiple platforms with our unified account creation engine.

Account Discovery

Gain full visibility into client-held and broker-dealer held assets for maintaining compliance and portfolio oversight.

Research & Due Diligence

Curate compliant tokenand platform shelves to support advisor-led product offerings and managed portfolios.

Custodial Operations

Launch self-custody solutions or integrate with your preferred qualified custodial platforms and account servicing partners.

Out of the Box Applications

Client and advisor portals with low code tools to build custom applications and experiences.

API & Systems Integration

Integrate account operations directly into existing portfolio management, advisor workstations or broker-dealer platforms.

Supported Blockchains

We support major blockchain networks and DeFi platforms, providing comprehensive coverage for the most popular digital asset networks and protocols.

Bitcoin
Ethereum
Solana
Polygon
Cardano
Optimism
Cosmos

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