Openwealth was created to help financial institutions seize a growing opportunity
While digital assets are becoming a mainstream asset class, wealth managers, advisors, and custodians lack the infrastructure to participate securely and at scale. Our team—bringing together experience from traditional finance and Web3—built Openwealth to bridge that gap and empower firms to integrate blockchain-based assets into their core business with confidence.
What we do
Bridge the gap
We started Openwealth because integrating blockchain technology into traditional financial services felt like navigating uncharted territory. We set out to create purpose-built solutions that make digital asset adoption seamless for financial institutions.
Empower financial innovation
Our platform enables investment advisors, portfolio managers, and financial planners to confidently offer digital asset solutions to their clients while maintaining the highest standards of compliance and security.
The problems we solve
We address the four critical challenges facing financial services firms in the digital asset era
Complex Digital Asset Integration
Financial institutions struggle to seamlessly integrate digital assets into their existing workflows and client service models. Our platform provides out-of-the-box tools that work within familiar frameworks.
Compliance & Regulatory Uncertainty
Navigating the evolving regulatory landscape for digital assets creates operational bottlenecks. We provide automated compliance monitoring and regulatory reporting solutions that adapt to changing requirements.
Operational Inefficiency
Manual processes for digital asset operations are time-consuming and error-prone. Our no-code solutions automate client onboarding, account management, and interoperability between custodial systems.
Product Evaluation & Due Diligence
Assessing digital asset products and platforms requires specialized knowledge and tools. We provide a unified workspace for comprehensive evaluation of digital asset products, platforms, and issuers.
How we do it
Security First
We prioritize institutional-grade security and compliance in everything we build, ensuring our platform meets the rigorous standards of traditional financial services.
Simplicity Through Innovation
We believe the most powerful solutions are those that make complex technology accessible. Our platform transforms sophisticated blockchain capabilities into intuitive tools.
Client Success
We measure our success by our clients' ability to grow their digital asset businesses. Every feature we build is designed to drive measurable business outcomes.