Description
Eaglebrook is a crypto investment platform designed for wealth managers, offering Separately Managed Accounts (SMAs) for digital assets. The platform emphasizes several key benefits for investors. Firstly, it provides direct ownership, where Bitcoin and other digital assets are held in the client's name at a qualified custodian with institutional-grade security, ensuring daily liquidity. Secondly, it features automated tax optimization strategies, which are particularly beneficial in the volatile crypto market and are not available in Bitcoin ETF structures. Thirdly, it offers access to a range of cryptocurrencies beyond Bitcoin, including Ethereum, Solana, Polygon, Chainlink, and Polkadot, allowing for diversified exposure to various sectors like L1s, L2s, DeFi, and gaming. Eaglebrook is an SEC-registered investment advisor that works with qualified custodians like Gemini and Anchorage Digital Bank to ensure high security standards. The platform also integrates with portfolio management systems used by RIAs, enabling seamless reporting, billing, and workflow integration through SSO, APIs, and SFTPs.