Advisors seeking access to digital assets via a regulated platform offering crypto SMAs now have a new option.
A strategic partnership between Eaglebrook Advisors, Inc., one of the largest SEC registered crypto separately managed account platforms, and institutional crypto platform Anchorage Digital has been announced.
It offers access for advisors to digital assets thanks to Anchorage Digital Bank’s position as the only OCC-chartered digital asset bank, which meets the SEC’s definition of a qualified custodian.
“After the recent SEC custody proposal, it is more important than ever for RIAs to safeguard digital assets with a qualified custodian. As a qualified custodian, Anchorage Digital Bank provides the regulatory certainty SEC-registered investment advisers need to safely and securely participate in the digital asset economy. We are proud to work with industry leaders like Eaglebrook as RIAs continue to turn to Anchorage Digital for safe, secure, and regulated crypto custody,” said Nathan McCauley, Co-Founder and CEO of Anchorage Digital.
The new Eaglebrook Crypto SMA Platform provides a streamlined solution for advisors to manage digital investment strategies. The firm also offers onboarding, investment execution, trading, account management, and performance reporting to third party platforms through its advisor portal.
And asset managers on Eaglebrook’s platform including Franklin Templeton, Bitwise, Global X, and ARK Invest will be able to manage their SMA strategies on Anchorage Digital via the new crypto SMA platform.
"Anchorage Digital is a best-in-class provider for digital asset custody, and we are excited to partner with them to serve RIAs and financial advisors,” said Christopher King, founder and CEO of Eaglebrook. “This partnership enhances our offering as we are now integrated with a market leader in institutional digital asset custody and security in Anchorage Digital.”
Looking to refine your strategy for investing in stocks in the US market? Discover expert insights, key trends, and risk management techniques to maximize your returns
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.