The turnkey crypto asset management platform
for financial advisors
BlockWealth gives your advisory firm the infrastructure to integrate crypto into your practice. Manage it alongside traditional assets, for every client, without rebuilding anything.
Already using BlockWealth? Access your platform →
Built for the modern advisor stack
From onboarding to execution in minutes
BlockWealth integrates directly into how your firm already operates. Add crypto to your existing client relationships in days, not months.
Add your clients
Onboard clients and organize them into households and accounts.
Select a model
Choose from your models or build a new one from scratch.
Allocate capital
Set target allocations and deploy across all assigned accounts.
Track & rebalance
Monitor drift and rebalance with a single click when needed.
Everything your firm needs, nothing it doesn't
One platform covering the full lifecycle of crypto asset management for advisors.
Portfolio model investing
Build and deploy model portfolios across your entire client base in seconds.
Trade execution
Execute crypto trades directly from the platform with full order management.
Client management
Manage every client, household, and account from a single dashboard.
Performance reporting
Real-time dashboards and exportable reports for every portfolio.
Rebalancing tools
Automated drift detection and one-click rebalancing across portfolios.
Audit & compliance
Full audit logs and role-based access controls for your entire team.
Built for advisors, not end investors.
BlockWealth is designed from the ground up for financial advisory firms. Not a crypto exchange. Not a consumer app. A professional platform built around your workflow, where your team manages everything from a single advisor dashboard. See pricing for plans tailored to firm size.
Integrate crypto into your existing practice without building from scratch
Manage models once, deploy to hundreds of client accounts
Run every client portfolio from a single advisor dashboard
Control access with role-based permissions for your team
“Crypto should fit inside the way advisors already work — not force them to start over.”
Ready to integrate crypto into your practice?
See BlockWealth in action. Our team will walk you through the platform and answer every question.