Wealth Management Reinvented
Enable your clients to invest in crypto strategies and institutional-quality alternative investments from top-tier asset managers—all through an institutional share class with minimal fees.
Key Benefits:
- Diversified portfolios combining crypto and traditional alternatives
- Lower minimums and reduced fees compared to conventional private market funds
- Enhanced liquidity potential through Securitize Markets
Access to Premier Alternative Investments
Securitize provides exclusive access to:
- Cryptocurrencies: Bitcoin, Ethereum, and 300+ other digital assets via qualified custodians like Coinbase Prime and Gemini.
- Private Equity & Venture Funds: Opportunities from Hamilton Lane, KKR, and BlackRock with bite-size minimums.
👉 Explore crypto and private equity strategies today
Digital Asset Solutions
1. SMAs and Model Portfolios
Complete client portfolios with active strategies and tax-advantaged models from leading digital asset managers.
2. Direct Cryptocurrency Investing
- Invest across 300+ crypto assets.
- Custodial partnerships with Anchorage Digital and Gemini.
Exclusive Private Market Funds
Invest in:
- Private credit
- Venture capital
- Secondary market opportunities
Advantages:
| Feature | Benefit |
|------------------|----------------------------------|
| Lower Minimums | Accessible to more investors |
| Reduced Fees | Cost-efficient structures |
| Liquidity Potential | Secondary market options |
Simplified Onboarding Process
- Register Firm – Complete in <24 hours.
- Onboard Clients – Streamlined KYC/AML.
- Invest Funds – Accept cash or in-kind assets.
- Get Paid – Bill on AUM with flexible fee structures.
👉 Start onboarding your clients now
Tech Stack Integration
Securitize seamlessly integrates with:
- Orion
- Morningstar
- Advyzon
- ByAllAccounts
FAQs
Q: What custodians support cryptocurrency investments?
A: Coinbase Prime, Gemini, and Anchorage Digital.
Q: How do fees compare to traditional private equity?
A: Securitize offers lower fees and minimums while maintaining institutional quality.
Q: Can I bill clients for digital asset management?
A: Yes—set advisory fees at your discretion and report on AUM.
Get Started
Grow your advisory business with Securitize’s end-to-end platform. Contact us to learn more.
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