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Details coming soon for 2023!

ABOUT

The Crypto Wealth Summit is an invite-only event bringing together an exclusive group of crypto and traditional finance industry leaders for three days of curated content and unique viewpoints on the adoption and expansion of digital assets.

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THE CRYPTO WEALTH SUMMIT WILL FOCUS ON

Three pillars
of digital assets:

Investments

Implementation

Expansion

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Fireside Chats
and Sessions

TOPICS WILL INCLUDE

The Investment Case for Bitcoin

The Future of Crypto Regulation

How Digital Assets fit into Model Portfolios

Compliance, Custody, & Security

How Asset Allocators View Digital Assets

Business Impact & Looking Ahead

Crypto Wealth Summit Benefits 

Compelling conversations focused on investment management, technology, and the future of digital assets featuring distinguished thought leaders

Connect, collaborate, and network with industry leaders and peers

Relax and recharge at the 1 Hotel South Beach, a five-star beachfront resort

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About Eaglebrook Advisors

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Founded in 2019, Eaglebrook Advisors is a technology-centric digital asset investment platform that offers Separately Managed Accounts (SMAs) to wealth management firms and financial advisors (“advisors”). Eaglebrook’s digital asset SMA platform allows advisors to securely access direct digital asset investments for their clients and is integrated with the advisors’ existing portfolio management system and workflow. This solution allows for seamless client onboarding, investment, reporting, and holistic portfolio management of a client’s bitcoin and digital asset investments within a secure, compliant, unified ecosystem. Eaglebrook’s investment platform offers its own advisor-driven custom digital asset SMAs, access to actively managed third-party investment manager digital asset SMAs, and educational resources for advisors and clients. The company is backed by leading wealth management executives and financial institutions including Castle Island Ventures, Brewer Lane Ventures, and Franklin Templeton.

Eaglebrook currently works with over 500 financial advisors and 70+ RIA firms who are actively allocating to bitcoin and digital assets through Eaglebrook’s SMA Platform.

Eaglebrook provides advisor training and education on the bitcoin and digital asset market to properly answer client questions.

Eaglebrook integrates with existing advisor workflows, so advisors can report, bill and advise on their clients’ bitcoin and digital asset holdings.

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Get in touch

COVID-19 Disclaimer:
Eaglebrook Advisors is monitoring COVID-19 closely and will be acting in accordance with Miami’s guidelines. Safety continues to be our top priority for our attendees.

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