A New York crypto investment platform built for the people who already manage America's money - registered investment advisors. Eaglebrook puts Bitcoin, Ethereum and other digital assets into tax-optimized separately managed accounts, held in the client's name at an institutional custodian.
For most of crypto's history, the financial advisor sat on the sidelines. The asset was interesting; the plumbing was not. Custody was unfamiliar, compliance was murky, and there was no clean way to report a client's Bitcoin next to their index funds. Eaglebrook was built to close that gap - not by inventing another coin, but by wrapping digital assets in a structure advisors already trust: the separately managed account.
Through Eaglebrook, a registered investment advisor can give a client direct ownership of Bitcoin, Ethereum and a basket of other digital assets. The coins are held in the client's own name at a qualified custodian - Gemini or Anchorage Digital - with daily liquidity and segregated accounts. The advisor invests, trades, rebalances, reports and bills on those positions from inside their existing portfolio-management software, connected over single sign-on, APIs and secure file transfer.
The company describes itself plainly: the bridge between wealth management and digital assets. It is an SEC-registered investment advisor, and it says it operates one of the largest crypto SMA platforms in the market.
"Providing investors with tax-optimized Bitcoin and Ethereum SMAs, Custom SMAs, and strategies managed by third-party investment managers."
Eaglebrook does not chase retail investors. It sells to the wealth channel: registered investment advisors and the financial advisors inside them, whose networks represent roughly $300 billion in client assets. The platform reports 70-plus RIA partners and more than 700 advisors. The end client is the advisor's client - typically a high-net-worth household that wants measured crypto exposure without opening an exchange account.
Three at once: custody (assets sit with qualified, institutional custodians instead of a personal wallet), compliance and reporting (positions flow into the advisor's software so they can be billed and reported like any holding), and tax (the SMA structure allows automated tax-loss harvesting the advisor can't run inside an ETF). It turns "I don't know how to offer crypto" into a single sign-on.
"The bridge between wealth management and digital assets."
Bitcoin, Ethereum and altcoins held in the client's name at a qualified custodian with institutional-grade security. Segregated accounts, daily liquidity, minimal tracking error.
Crypto is volatile relative to other asset classes. Eaglebrook applies automated tax strategies inside the SMA to reduce or defer capital-gains liability - an edge the ETF wrapper can't offer.
Multi-asset baskets spanning Bitcoin, Ethereum, Solana, Polygon, Chainlink and Polkadot - diversified exposure across L1s, L2s, DeFi, gaming and tokenization.
RIAs can build and run their own tax-optimized digital asset strategies, managed by the advisor for their book of clients.
Access to crypto strategies managed by third-party investment managers, held at an institutional qualified custodian.
Full integration with the RIA's portfolio-management software via SSO, APIs and SFTP - so advisors can report and bill on client crypto in their normal workflow.
A Bitcoin ETF solved access. It did not solve tax. Because an Eaglebrook client owns the underlying assets directly, an advisor can harvest losses and manage gains at the account level - something impossible inside a pooled fund share. That structural difference, more than any chart, is the pitch.
| Capability | Eaglebrook Crypto SMA | Bitcoin ETF / Fund |
|---|---|---|
| Direct ownership of assets | Yes - in client's name | No - fund share |
| Automated tax-loss harvesting | Yes | No |
| Multi-asset baskets (ETH, SOL, etc.) | Yes | Limited |
| Qualified institutional custody | Gemini / Anchorage | Varies |
| Advisor reporting & billing integration | SSO / API / SFTP | Indirect |
| Daily liquidity & control | Yes | Market hours |
Figures self-reported by Eaglebrook. Bars scaled for visual comparison, not to a shared axis.
Eaglebrook is a B2B2C platform. As an SEC-registered investment advisor, it earns advisory and management fees on the digital assets held in client SMAs, while enabling advisors to bill and report on those positions. It reaches investors through financial advisors rather than selling direct - a distribution choice that lets it grow on top of relationships that already exist.
It sits in the crossfire between spot Bitcoin ETFs (BlackRock, Bitwise, Grayscale) competing for advisor allocations and advisor-focused platforms like Onramp Invest and Blockchange. Adjacent are direct custodians such as Coinbase Prime and Fidelity Digital Assets. Eaglebrook's wedge is the tax-optimized SMA plus native integration into advisor software.
"Eaglebrook is an SEC-registered investment advisor that works with over 70 RIAs and has over 700 financial advisors using its platform."
Eaglebrook does not self-custody. It works only with qualified custodians and leans on their security posture: multisignature technology, role-based governance protocols, physical security and multiple layers of biometric access controls. Assets are held in segregated accounts in the client's name.
Uses multisignature technology, role-based governance protocols, physical security and multiple layers of biometric access controls to safeguard customer assets.
The only crypto-native bank to hold a charter from the U.S. Office of the Comptroller of the Currency - a rare federal footing for digital-asset custody.
In January 2022, Eaglebrook raised a $20 million Series A. Its backers read like a wealth-management insider list - Castle Island Ventures, Brewer Lane Ventures and asset-management giant Franklin Templeton - a signal that traditional finance sees the advisor channel as crypto's next front.
Raised to scale the crypto SMA platform, backed by Castle Island Ventures, Brewer Lane Ventures and Franklin Templeton.
70+ RIA partners, 700+ financial advisors and over $500M of digital assets traded, with custody through Gemini and Anchorage.
Eaglebrook is a crypto investment platform for wealth managers. It gives RIAs and their clients tax-optimized Bitcoin, Ethereum and multi-asset SMAs held directly in the client's name at an institutional qualified custodian.
An SMA gives clients direct ownership of the underlying assets with daily liquidity and enables automated tax-loss harvesting to reduce or defer capital-gains liability - features unavailable in an ETF or private fund structure.
Eaglebrook distributes through financial advisors. Its clients are registered investment advisors and their clients, not direct retail investors; the platform reports 70+ RIA partners and 700+ advisors.
At qualified custodians - Gemini and Anchorage Digital - using institutional security such as multisignature technology, role-based governance and biometric access controls, in accounts segregated in the client's name.
Eaglebrook was founded by CEO Christopher King and is headquartered in New York. It raised a $20M Series A backed by Castle Island Ventures, Brewer Lane Ventures and Franklin Templeton.
Sources: eaglebrook.com and public company materials. Figures such as RIA count, advisor count, assets traded and network assets are self-reported by Eaglebrook and approximate. Nothing here is investment, tax or legal advice. Digital assets carry significant risk of loss, including volatile price swings, regulatory change and cybersecurity risk.