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Eaglebrook

Eaglebrook is a crypto investment platform for wealth managers. It provides tax-optimized Bitcoin and Ethereum separately managed accounts (SMAs), custom SMAs, and third-party-managed strategies.
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Description

Eaglebrook provides investment advisory and management services for wealth managers and their clients seeking digital-asset exposure. Its platform supports directly owned, segregated crypto accounts with daily liquidity, automated tax-optimization parameters, multi-asset portfolios, and integrations with RIA portfolio-management workflows. Assets are held with qualified custodians including Gemini and Anchorage.