Details coming soon for 2023!
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.
THE CRYPTO WEALTH SUMMIT WILL FOCUS ON
of digital assets:
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
About Eaglebrook Advisors
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.