Built for advisors at every stage
A solo RIA and a 50-advisor wealth firm don't need the same things. Pick the path that matches where you are today.
A full crypto operation, run solo
You don't have time to build infrastructure, and you don't have an engineering team to do it for you. BlockWealth gives you the whole stack from day one.
What you're dealing with
- Clients are asking for crypto exposure — and you don't want to lose AUM to self-custody platforms or Bitcoin ETFs
- ETF wrappers don't give you tax flexibility or transparency at the position level
- You can't justify months of custom build-out for one asset class
What you get
- One dashboard for portfolios, trades, and clients — no separate trading desk to learn
- Pre-built model portfolios you can deploy across your client base in minutes
- Automated tax-loss harvesting per client, not at the wrapper level
- Coinbase custody — no self-custody risk for you or your clients
- Full audit trail of every action you take on the platform
Pricing fit
Starter or Growth (see pricing)
Onboarding
Days, not weeks. We handle the custodian connection and client import.
Crypto across your entire firm
When multiple advisors share a client book, governance and audit matter as much as features. BlockWealth was built multi-advisor and compliance-aware from day one.
What you're dealing with
- Your team needs role-based access — advisors, operations, and compliance see different things
- Crypto positions need to flow into the reporting stack your firm already runs on
- Every trade, permission grant, and model change has to be auditable
What you get
- Multi-advisor access with roles for advisor, operations, compliance, and analyst
- Firm-wide model deployment — change the model once, every client account updates
- Immutable audit log capturing user, IP, and before/after state of every change
- Firm-scoped data isolation — advisors only see their own books
- Reporting integrations to Orion, Addepar, Black Diamond, and Morningstar on the roadmap
- Dedicated onboarding support for multi-advisor rollouts
Pricing fit
Growth or Enterprise (see pricing)
Onboarding
Dedicated white-glove rollout coordinated with your operations team.
The same three steps, regardless of firm size
Connect your custody provider
Integrate with Coinbase or your existing custodian.
Import your client roster and set up accounts
Bring in your existing clients and organize them into accounts and households.
Deploy portfolio models and start trading
Select or build models, assign them to clients, and execute from a single dashboard.
Not sure which fits? Let's talk.
Tell us about your firm and we'll walk through the right path for you.