# Eaglebrook

> Eaglebrook is a New York-based crypto investment platform built for wealth managers. It gives registered investment advisors (RIAs) and their clients direct, tax-optimized exposure to Bitcoin, Ethereum, and other digital assets through separately managed accounts (SMAs) held at institutional qualified custodians. As an SEC-registered investment advisor, Eaglebrook operates one of the largest crypto SMA platforms in the market, integrating with advisors' existing portfolio-management and reporting systems so they can offer, trade, bill, and report on digital assets inside their normal workflow.

- **Headquarters:** New York, New York, United States
- **Founders:** Christopher King (Founder & CEO)
- **Team size:** ~32 employees
- **Products:** Bitcoin & Ethereum SMAs, Custom SMAs, Third-Party Manager Strategies, Automated Tax Optimization, Portfolio Management Integrations
- **Notable:** Operates one of the largest crypto SMA platforms in the market, Over $500M of digital assets traded on the platform, 70+ RIA partners and 700+ financial advisors using the platform

## Products & services

- **Bitcoin & Ethereum SMAs** — Tax-optimized separately managed accounts giving clients direct ownership of Bitcoin and Ethereum, held in the client's name at a qualified custodian with daily liquidity.
- **Custom SMAs** — Advisor-managed custom strategies that let RIAs build and run their own tax-optimized digital asset portfolios.
- **Third-Party Manager Strategies** — Access to multi-asset crypto strategies managed by third-party investment managers, spanning Bitcoin, Ethereum, Solana, Polygon, Chainlink, Polkadot and other L1/L2, DeFi, gaming and tokenization assets.
- **Automated Tax Optimization** — Automated tax-loss harvesting and optimization inside the SMA structure to reduce or defer capital-gains liability - an advantage unavailable in a Bitcoin ETF.
- **Portfolio Management Integrations** — Full integration with an RIA's portfolio-management and reporting software via Single Sign-On (SSO), APIs and SFTP, enabling streamlined reporting and billing on client crypto.

## Achievements

- Operates one of the largest crypto SMA platforms in the market
- Over $500M of digital assets traded on the platform
- 70+ RIA partners and 700+ financial advisors using the platform
- RIA partner network represents roughly $300B in assets
- SEC-registered investment advisor working only with qualified custodians
- Raised a $20M Series A backed by Castle Island Ventures, Brewer Lane Ventures and Franklin Templeton

## Latest updates

- **2022-01** — Closed a $20M Series A backed by Castle Island Ventures, Brewer Lane Ventures and Franklin Templeton.

## Links

- Website: https://eaglebrook.com
- LinkedIn: https://www.linkedin.com/company/eaglebrook-crypto

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Profile page: https://yespress.io/eaglebrook
Published by YesPress — https://yespress.io
Last updated: 2026-07-21