The crypto infrastructure advisors deserve
BlockWealth is building the platform that makes it possible for every financial advisor to offer crypto asset management to their clients — with the same level of control, compliance, and professionalism they expect from traditional investments.
Make crypto feel native to advisory work.
Client demand for crypto exposure is growing, but most advisory firms lack the infrastructure to serve it. The tools available today are either built for retail traders or require months of technical integration.
BlockWealth changes that. We provide a turnkey platform that gives advisors portfolio models, trade execution, client management, and compliance reporting — all integrated with the custodians and portfolio management systems they already use.
Our goal is simple: make it as easy to manage crypto for clients as it is to manage any other asset class.
Founded
2026
Headquarters
Columbus, Ohio
Focus
Crypto for RIAs & Wealth Managers
Custody
Coinbase (live)
Principles behind every decision
Advisor-First Design
Every feature is purpose-built for how financial advisors actually work. No consumer tools repurposed — built from the ground up for advisory workflows.
Institutional-Grade Security
AES-256 encryption, audit logging, role-based access controls, and integration with regulated custodians. Your clients' assets are protected at every layer.
Operational Efficiency
Portfolio models, one-click rebalancing, automated reporting, and seamless integrations with the tools you already use. Less operational overhead, more time with clients.
Open Integration
Built to integrate with Coinbase for custody today, with deeper integrations to Orion, Addepar, Black Diamond, and Morningstar on the roadmap. All from a single platform.
Meet the people behind BlockWealth
BlockWealth is built by people who understand both finance and technology.